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 | $134,144 | $85,202+57.4% | $172,739-22.3% | $72,985+83.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.15% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,248 | $3,324-2.3% | $5,143-36.8% | $2,440+33.1% |
| Participant deferral / active EE | $3,707 | $3,260+13.7% | $5,198-28.7% | $3,607+2.8% |
| Admin fee / account holder | $23,365 | $5,884+297.1% | $13,954+67.4% | $5,124+356.0% |