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 | $159,980 | $84,233+89.9% | $170,442-6.1% | $70,131+128.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.77% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,744 | $3,387+40.1% | $5,433-12.7% | $2,342+102.5% |
| Participant deferral / active EE | $5,284 | $3,086+71.3% | $4,939+7.0% | $3,332+58.6% |
| Admin fee / account holder | $2,960 | $5,698-48.1% | $13,880-78.7% | $4,645-36.3% |