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 | $165,867 | $102,317+62.1% | $146,958+12.9% | $80,856+105.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.94% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,769 | $3,713+55.4% | $4,933+17.0% | $2,755+109.4% |
| Participant deferral / active EE | $7,805 | $6,644+17.5% | $8,070-3.3% | $4,296+81.7% |
| Admin fee / account holder | $1,979 | $7,941-75.1% | $12,998-84.8% | $6,918-71.4% |