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 | $155,494 | $69,362+124.2% | $101,248+53.6% | $73,488+111.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.33% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,221 | $2,628-15.5% | $3,660-39.3% | $2,270-2.2% |
| Participant deferral / active EE | $6,028 | $3,300+82.7% | $4,370+37.9% | $3,740+61.2% |
| Admin fee / account holder | $11,632 | $704+1553.3% | $5,945+95.7% | $513+2167.2% |