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 | $136,695 | $64,839+110.8% | $95,585+43.0% | $84,808+61.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.57% | -670.96%+690.5pp | 38.56%-19.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,075 | $1,759+188.6% | $2,527+100.9% | $2,631+92.9% |
| Participant deferral / active EE | $4,690 | $2,965+58.2% | $4,023+16.6% | $4,212+11.4% |
| Admin fee / account holder | $687 | $5,964-88.5% | $6,127-88.8% | $7,344-90.6% |