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 | $146,985 | $101,883+44.3% | $453,369-67.6% | $85,850+71.2% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 25.12% | 25.38%-0.3pp | 64.40%-39.3pp | 318.53%-293.4pp |
| Employer contribution / active EE | $6,897 | $2,847+142.2% | $4,070+69.5% | $2,565+168.9% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,691 | $5,706-52.8% | $11,209-76.0% | $6,260-57.0% |