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 | $175,413 | $158,398+10.7% | $126,539+38.6% | $142,382+23.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.83% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,079 | $4,650-76.8% | $3,674-70.6% | $4,299-74.9% |
| Participant deferral / active EE | $18,082 | $4,767+279.3% | $4,083+342.9% | $6,507+177.9% |
| Admin fee / account holder | $2,363 | $6,918-65.8% | $6,065-61.0% | $12,624-81.3% |