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 | $135,070 | $105,181+28.4% | $159,436-15.3% | $85,850+57.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.82% | 45.07%-30.3pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,773 | $3,318+13.7% | $4,829-21.9% | $2,565+47.1% |
| Participant deferral / active EE | $7,872 | $5,945+32.4% | $7,352+7.1% | $3,952+99.2% |
| Admin fee / account holder | $4,634 | $6,933-33.2% | $10,799-57.1% | $6,260-26.0% |