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 | $213,422 | $135,635+57.4% | $110,238+93.6% | $135,375+57.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.26% | 513.19%-508.9pp | 314.74%-310.5pp | 519.73%-515.5pp |
| Employer contribution / active EE | $14,955 | $4,906+204.8% | $3,826+290.8% | $4,779+212.9% |
| Participant deferral / active EE | $5,303 | $5,506-3.7% | $4,672+13.5% | $5,609-5.5% |
| Admin fee / account holder | $5,135 | $11,457-55.2% | $8,547-39.9% | $10,827-52.6% |