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 | $154,695 | $105,181+47.1% | $159,436-3.0% | $85,850+80.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.10% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,455 | $3,318+64.4% | $4,829+13.0% | $2,565+112.7% |
| Participant deferral / active EE | $9,447 | $5,945+58.9% | $7,352+28.5% | $3,952+139.1% |
| Admin fee / account holder | $1,919 | $6,933-72.3% | $10,799-82.2% | $6,260-69.3% |