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 | $180,445 | $84,233+114.2% | $170,442+5.9% | $70,131+157.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.49% | 23.06%-10.6pp | 205.93%-193.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $427 | $3,387-87.4% | $5,433-92.1% | $2,342-81.8% |
| Participant deferral / active EE | $942 | $3,086-69.5% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $421 | $5,698-92.6% | $13,880-97.0% | $4,645-90.9% |