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 | $225,919 | $95,416+136.8% | $185,823+21.6% | $85,850+163.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.07% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,633 | $3,314+9.6% | $5,167-29.7% | $2,565+41.6% |
| Participant deferral / active EE | $6,136 | $3,423+79.2% | $5,568+10.2% | $3,952+55.3% |
| Admin fee / account holder | $5,029 | $7,213-30.3% | $16,237-69.0% | $6,260-19.7% |