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 | $215,914 | $108,825+98.4% | $156,181+38.2% | $82,448+161.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.53% | 20.59%-5.1pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,176 | $2,870-59.0% | $4,294-72.6% | $2,551-53.9% |
| Participant deferral / active EE | $9,579 | $4,577+109.3% | $6,132+56.2% | $4,139+131.4% |
| Admin fee / account holder | $9,999 | $9,341+7.0% | $14,586-31.4% | $7,234+38.2% |