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 | $210,086 | $135,635+54.9% | $110,238+90.6% | $135,375+55.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 27.60% | 513.19%-485.6pp | 314.74%-287.1pp | 519.73%-492.1pp |
| Employer contribution / active EE | $4,332 | $4,906-11.7% | $3,826+13.2% | $4,779-9.3% |
| Participant deferral / active EE | $6,636 | $5,506+20.5% | $4,672+42.0% | $5,609+18.3% |
| Admin fee / account holder | $4,314 | $11,457-62.3% | $8,547-49.5% | $10,827-60.2% |