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 | $181,836 | $95,416+90.6% | $185,823-2.1% | $85,850+111.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.96% | 23.59%-0.6pp | 122.05%-99.1pp | 318.53%-295.6pp |
| Employer contribution / active EE | $5,024 | $3,314+51.6% | $5,167-2.8% | $2,565+95.9% |
| Participant deferral / active EE | $5,914 | $3,423+72.7% | $5,568+6.2% | $3,952+49.7% |
| Admin fee / account holder | $20,652 | $7,213+186.3% | $16,237+27.2% | $6,260+229.9% |