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 | $188,034 | $86,286+117.9% | $111,297+68.9% | $85,850+119.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.65% | 19.99%-4.3pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,541 | $2,043+24.4% | $2,731-6.9% | $2,565-0.9% |
| Participant deferral / active EE | $4,248 | $3,641+16.7% | $4,487-5.3% | $3,952+7.5% |
| Admin fee / account holder | $19,691 | $8,188+140.5% | $7,964+147.3% | $6,260+214.6% |