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 6-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 | $155,263 | $69,207+124.3% | $64,056+142.4% | $139,434+11.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.57% | 45.88%-21.3pp | 33.69%-9.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,723 | $3,182-14.4% | $2,747-0.9% | $4,751-42.7% |
| Participant deferral / active EE | $10,000 | $4,682+113.6% | $3,880+157.7% | $6,710+49.0% |
| Admin fee / account holder | $6,237 | $4,244+47.0% | $3,068+103.3% | $11,403-45.3% |