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 | $233,430 | $95,416+144.6% | $185,823+25.6% | $85,850+171.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,268 | $3,314-61.7% | $5,167-75.5% | $2,565-50.5% |
| Participant deferral / active EE | $1,813 | $3,423-47.1% | $5,568-67.4% | $3,952-54.1% |
| Admin fee / account holder | $31,129 | $7,213+331.6% | $16,237+91.7% | $6,260+397.3% |