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 | $149,924 | $87,733+70.9% | $106,548+40.7% | $85,850+74.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.85% | 21.86%-7.0pp | 26.80%-12.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,349 | $2,073+13.3% | $2,819-16.7% | $2,565-8.4% |
| Participant deferral / active EE | $5,854 | $3,469+68.7% | $4,398+33.1% | $3,952+48.1% |
| Admin fee / account holder | $21,737 | $6,767+221.2% | $7,407+193.5% | $6,260+247.2% |