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 | $163,763 | $65,365+150.5% | $92,893+76.3% | $72,985+124.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.37% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,203 | $2,594-15.1% | $3,653-39.7% | $2,440-9.7% |
| Participant deferral / active EE | $5,760 | $3,128+84.1% | $4,236+36.0% | $3,607+59.7% |
| Admin fee / account holder | $25,570 | $4,251+501.5% | $5,794+341.3% | $5,124+399.0% |