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 | $159,587 | $107,334+48.7% | $92,893+71.8% | $152,861+4.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.41% | 145.58%-127.2pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $5,760 | $4,221+36.5% | $3,653+57.7% | $4,762+21.0% |
| Participant deferral / active EE | $11,250 | $4,845+132.2% | $4,236+165.6% | $5,850+92.3% |
| Admin fee / account holder | $1,628 | $7,079-77.0% | $5,794-71.9% | $11,596-86.0% |