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 | $145,837 | $105,181+38.7% | $159,436-8.5% | $85,850+69.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.16% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $7,413 | $3,318+123.4% | $4,829+53.5% | $2,565+189.0% |
| Participant deferral / active EE | $6,998 | $5,945+17.7% | $7,352-4.8% | $3,952+77.1% |
| Admin fee / account holder | $1,670 | $6,933-75.9% | $10,799-84.5% | $6,260-73.3% |