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 | $140,863 | $137,414+2.5% | $189,513-25.7% | $85,850+64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.77% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $5,839 | $4,344+34.4% | $6,162-5.2% | $2,565+127.6% |
| Participant deferral / active EE | $13,834 | $6,260+121.0% | $8,221+68.3% | $3,952+250.1% |
| Admin fee / account holder | $3,325 | $8,630-61.5% | $12,045-72.4% | $6,260-46.9% |