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 9-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 | $122,475 | $77,314+58.4% | $177,989-31.2% | $80,856+51.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.74% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,037 | $2,292+32.5% | $3,949-23.1% | $2,755+10.2% |
| Participant deferral / active EE | $15,835 | $4,411+259.0% | $6,276+152.3% | $4,296+268.6% |
| Admin fee / account holder | $17,237 | $7,191+139.7% | $10,363+66.3% | $6,918+149.2% |