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 | $171,765 | $89,753+91.4% | $107,525+59.7% | $84,808+102.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.19% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,226 | $3,113+67.8% | $3,754+39.2% | $2,631+98.6% |
| Participant deferral / active EE | $4,452 | $4,056+9.8% | $5,116-13.0% | $4,212+5.7% |
| Admin fee / account holder | $2,337 | $7,222-67.6% | $8,919-73.8% | $7,344-68.2% |