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 | $235,728 | $157,256+49.9% | $141,162+67.0% | $152,861+54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.80% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,741 | $5,261-47.9% | $4,735-42.1% | $4,762-42.4% |
| Participant deferral / active EE | $6,685 | $7,109-6.0% | $6,709-0.4% | $5,850+14.3% |
| Admin fee / account holder | $3,789 | $12,120-68.7% | $10,261-63.1% | $11,596-67.3% |