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 | $155,414 | $105,181+47.8% | $159,436-2.5% | $85,850+81.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 29.58% | 45.07%-15.5pp | 263.57%-234.0pp | 318.53%-289.0pp |
| Employer contribution / active EE | $3,184 | $3,318-4.1% | $4,829-34.1% | $2,565+24.1% |
| Participant deferral / active EE | $9,835 | $5,945+65.4% | $7,352+33.8% | $3,952+148.9% |
| Admin fee / account holder | $4,460 | $6,933-35.7% | $10,799-58.7% | $6,260-28.7% |