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 | $136,065 | $109,327+24.5% | $89,391+52.2% | $158,922-14.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.02% | 345.68%-326.7pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,803 | $3,170-43.1% | $2,586-30.3% | $4,761-62.1% |
| Participant deferral / active EE | $5,825 | $4,598+26.7% | $3,890+49.7% | $5,982-2.6% |
| Admin fee / account holder | $1,955 | $6,153-68.2% | $4,881-59.9% | $11,246-82.6% |