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 | $226,837 | $110,809+104.7% | $86,874+161.1% | $167,490+35.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.54% | 116.98%-102.4pp | 63.52%-49.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,902 | $3,244+20.3% | $2,495+56.3% | $4,837-19.3% |
| Participant deferral / active EE | $18,088 | $4,546+297.9% | $3,699+389.0% | $6,341+185.2% |
| Admin fee / account holder | $5,568 | $8,415-33.8% | $5,828-4.5% | $12,309-54.8% |