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 | $134,235 | $81,208+65.3% | $98,907+35.7% | $79,858+68.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.47% | 60.99%-49.5pp | 196.43%-185.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,173 | $1,960+10.9% | $2,689-19.2% | $2,471-12.0% |
| Participant deferral / active EE | $7,720 | $3,265+136.5% | $4,244+81.9% | $3,740+106.4% |
| Admin fee / account holder | $14,210 | $6,013+136.3% | $6,642+113.9% | $5,306+167.8% |