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 | $128,853 | $89,753+43.6% | $107,525+19.8% | $84,808+51.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.50% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,031 | $3,113-2.6% | $3,754-19.2% | $2,631+15.2% |
| Participant deferral / active EE | $6,357 | $4,056+56.7% | $5,116+24.3% | $4,212+50.9% |
| Admin fee / account holder | $4,715 | $7,222-34.7% | $8,919-47.1% | $7,344-35.8% |