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 | $128,428 | $51,175+151.0% | $70,515+82.1% | $75,163+70.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 18.04% | 30.02%-12.0pp | 32.77%-14.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,267 | $1,826+24.2% | $2,973-23.7% | $2,670-15.1% |
| Participant deferral / active EE | $5,397 | $2,849+89.4% | $4,567+18.2% | $4,125+30.8% |
| Admin fee / account holder | $5,022 | $4,091+22.8% | $6,412-21.7% | $5,651-11.1% |