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 | $131,978 | $78,672+67.8% | $109,143+20.9% | $85,850+53.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.95% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $7,696 | $2,735+181.4% | $3,722+106.8% | $2,565+200.0% |
| Participant deferral / active EE | $7,630 | $3,467+120.1% | $4,653+64.0% | $3,952+93.1% |
| Admin fee / account holder | $373 | $5,469-93.2% | $6,752-94.5% | $6,260-94.0% |