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 | $128,647 | $85,022+51.3% | $70,515+82.4% | $139,434-7.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.45% | 30.38%-7.9pp | 32.77%-10.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $16,159 | $3,909+313.4% | $2,973+443.4% | $4,751+240.1% |
| Participant deferral / active EE | $13,050 | $5,890+121.5% | $4,567+185.8% | $6,710+94.5% |
| Admin fee / account holder | $99,089 | $8,906+1012.6% | $6,412+1445.4% | $11,403+769.0% |