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 | $156,240 | $80,717+93.6% | $154,803+0.9% | $84,808+84.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.52% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $7,028 | $2,761+154.5% | $4,305+63.2% | $2,631+167.1% |
| Participant deferral / active EE | $5,223 | $3,303+58.1% | $5,540-5.7% | $4,212+24.0% |
| Admin fee / account holder | $1,389 | $6,746-79.4% | $14,329-90.3% | $7,344-81.1% |