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 | $242,032 | $95,416+153.7% | $185,823+30.2% | $85,850+181.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.88% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,927 | $3,314-11.7% | $5,167-43.4% | $2,565+14.1% |
| Participant deferral / active EE | $6,487 | $3,423+89.5% | $5,568+16.5% | $3,952+64.2% |
| Admin fee / account holder | $9,212 | $7,213+27.7% | $16,237-43.3% | $6,260+47.2% |