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 | $161,177 | $98,750+63.2% | $149,696+7.7% | $79,858+101.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.57% | 27.43%-14.9pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,294 | $3,216+33.5% | $4,644-7.5% | $2,471+73.8% |
| Participant deferral / active EE | $10,711 | $5,680+88.6% | $6,842+56.6% | $3,740+186.4% |
| Admin fee / account holder | $691 | $6,053-88.6% | $9,309-92.6% | $5,306-87.0% |