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 | $151,882 | $83,477+81.9% | $125,175+21.3% | $72,985+108.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.10% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,347 | $2,345+42.7% | $3,865-13.4% | $2,440+37.2% |
| Participant deferral / active EE | $3,895 | $3,585+8.6% | $4,937-21.1% | $3,607+8.0% |
| Admin fee / account holder | $48,582 | $5,517+780.5% | $9,702+400.7% | $5,124+848.1% |