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 | $144,902 | $91,190+58.9% | $178,490-18.8% | $79,858+81.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.89% | 24.19%-13.3pp | 151.07%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,127 | $3,256+57.5% | $5,011+2.3% | $2,471+107.5% |
| Participant deferral / active EE | $5,005 | $3,236+54.7% | $5,202-3.8% | $3,740+33.8% |
| Admin fee / account holder | $73,681 | $6,751+991.4% | $13,984+426.9% | $5,306+1288.6% |