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 | $148,991 | $77,634+91.9% | $156,549-4.8% | $62,891+136.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.07% | 50.32%-44.2pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,268 | $3,444-34.1% | $5,501-58.8% | $2,281-0.6% |
| Participant deferral / active EE | $3,804 | $3,045+24.9% | $4,871-21.9% | $3,203+18.8% |
| Admin fee / account holder | $173,583 | $5,561+3021.4% | $13,027+1232.5% | $4,296+3941.0% |