See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,492 | $84,233+79.9% | $170,442-11.1% | $70,131+116.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.92% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $8,756 | $3,387+158.5% | $5,433+61.2% | $2,342+273.8% |
| Participant deferral / active EE | $5,718 | $3,086+85.3% | $4,939+15.8% | $3,332+71.6% |
| Admin fee / account holder | $4,021 | $5,698-29.4% | $13,880-71.0% | $4,645-13.4% |