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 | $198,439 | $85,202+132.9% | $172,739+14.9% | $72,985+171.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.01% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,801 | $3,324-45.8% | $5,143-65.0% | $2,440-26.2% |
| Participant deferral / active EE | $3,082 | $3,260-5.5% | $5,198-40.7% | $3,607-14.6% |
| Admin fee / account holder | $2,575 | $5,884-56.2% | $13,954-81.5% | $5,124-49.7% |