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 | $124,941 | $95,416+30.9% | $185,823-32.8% | $85,850+45.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.70% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,092 | $3,314-36.9% | $5,167-59.5% | $2,565-18.4% |
| Participant deferral / active EE | $5,336 | $3,423+55.9% | $5,568-4.2% | $3,952+35.0% |
| Admin fee / account holder | $1,156 | $7,213-84.0% | $16,237-92.9% | $6,260-81.5% |