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 | $129,410 | $84,233+53.6% | $170,442-24.1% | $70,131+84.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.19% | 23.06%-3.9pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,938 | $3,387+45.8% | $5,433-9.1% | $2,342+110.8% |
| Participant deferral / active EE | $5,702 | $3,086+84.8% | $4,939+15.4% | $3,332+71.1% |
| Admin fee / account holder | $5,865 | $5,698+2.9% | $13,880-57.7% | $4,645+26.3% |