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 | $167,244 | $101,069+65.5% | $81,478+105.3% | $147,584+13.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.39% | 32.40%-12.0pp | 38.78%-18.4pp | 578.55%-558.2pp |
| Employer contribution / active EE | $4,078 | $3,205+27.2% | $2,568+58.8% | $4,876-16.4% |
| Participant deferral / active EE | $7,217 | $4,242+70.1% | $3,537+104.1% | $5,439+32.7% |
| Admin fee / account holder | $2,930 | $5,812-49.6% | $4,561-35.7% | $10,885-73.1% |