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 | $122,499 | $84,233+45.4% | $170,442-28.1% | $70,131+74.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.22% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,390 | $3,387-29.4% | $5,433-56.0% | $2,342+2.0% |
| Participant deferral / active EE | $4,362 | $3,086+41.4% | $4,939-11.7% | $3,332+30.9% |
| Admin fee / account holder | $17,449 | $5,698+206.2% | $13,880+25.7% | $4,645+275.6% |