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 | $185,118 | $158,398+16.9% | $126,539+46.3% | $142,382+30.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.23% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,893 | $4,650-59.3% | $3,674-48.5% | $4,299-56.0% |
| Participant deferral / active EE | $5,905 | $4,767+23.9% | $4,083+44.6% | $6,507-9.3% |
| Admin fee / account holder | $1,228 | $6,918-82.3% | $6,065-79.8% | $12,624-90.3% |