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 | $153,551 | $95,416+60.9% | $185,823-17.4% | $85,850+78.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.81% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $5,270 | $3,314+59.0% | $5,167+2.0% | $2,565+105.4% |
| Participant deferral / active EE | $4,851 | $3,423+41.7% | $5,568-12.9% | $3,952+22.8% |
| Admin fee / account holder | $1,181 | $7,213-83.6% | $16,237-92.7% | $6,260-81.1% |