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 | $146,953 | $85,202+72.5% | $172,739-14.9% | $72,985+101.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.03% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,948 | $3,324-41.4% | $5,143-62.1% | $2,440-20.2% |
| Participant deferral / active EE | $4,683 | $3,260+43.6% | $5,198-9.9% | $3,607+29.8% |
| Admin fee / account holder | $4,244 | $5,884-27.9% | $13,954-69.6% | $5,124-17.2% |