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 | $124,779 | $57,541+116.9% | $95,745+30.3% | $75,163+66.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.81% | 34.93%-17.1pp | 28.35%-10.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $508 | $1,808-71.9% | $2,835-82.1% | $2,670-81.0% |
| Participant deferral / active EE | $5,077 | $3,074+65.2% | $4,245+19.6% | $4,125+23.1% |
| Admin fee / account holder | $1,386 | $4,099-66.2% | $5,678-75.6% | $5,651-75.5% |