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 | $151,485 | $58,208+160.2% | $81,812+85.2% | $80,856+87.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.23% | 41.66%-29.4pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,439 | $2,340+4.2% | $2,912-16.3% | $2,755-11.5% |
| Participant deferral / active EE | $3,130 | $3,281-4.6% | $4,319-27.5% | $4,296-27.1% |
| Admin fee / account holder | $13,917 | $4,981+179.4% | $7,386+88.4% | $6,918+101.2% |