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 | $105,681 | $22,587+367.9% | $65,255+61.9% | $75,163+40.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 65.0%+35.0pp | 67.2%+32.8pp |
| Annual return | 16.89% | 71.03%-54.1pp | 47.35%-30.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,974 | $941+322.6% | $1,691+135.0% | $2,670+48.9% |
| Participant deferral / active EE | $4,277 | $1,695+152.3% | $2,831+51.1% | $4,125+3.7% |
| Admin fee / account holder | $1,530 | $1,876-18.4% | $4,112-62.8% | $5,651-72.9% |