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 | $199,304 | $95,416+108.9% | $185,823+7.3% | $85,850+132.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.58% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $882 | $3,314-73.4% | $5,167-82.9% | $2,565-65.6% |
| Participant deferral / active EE | $7,943 | $3,423+132.0% | $5,568+42.7% | $3,952+101.0% |
| Admin fee / account holder | $5,173 | $7,213-28.3% | $16,237-68.1% | $6,260-17.4% |