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 | $145,362 | $105,181+38.2% | $159,436-8.8% | $85,850+69.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.97% | 45.07%-20.1pp | 263.57%-238.6pp | 318.53%-293.6pp |
| Employer contribution / active EE | $2,645 | $3,318-20.3% | $4,829-45.2% | $2,565+3.1% |
| Participant deferral / active EE | $8,340 | $5,945+40.3% | $7,352+13.4% | $3,952+111.1% |
| Admin fee / account holder | $31,182 | $6,933+349.7% | $10,799+188.8% | $6,260+398.1% |