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 | $158,246 | $105,181+50.5% | $159,436-0.7% | $85,850+84.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.46% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $2,404 | $3,318-27.6% | $4,829-50.2% | $2,565-6.3% |
| Participant deferral / active EE | $5,578 | $5,945-6.2% | $7,352-24.1% | $3,952+41.2% |
| Admin fee / account holder | $12,211 | $6,933+76.1% | $10,799+13.1% | $6,260+95.1% |