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 | $142,404 | $77,899+82.8% | $149,673-4.9% | $75,163+89.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.94% | 31.72%-7.8pp | 134.42%-110.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $5,026 | $3,137+60.2% | $4,818+4.3% | $2,670+88.3% |
| Participant deferral / active EE | $3,593 | $3,411+5.3% | $5,680-36.7% | $4,125-12.9% |
| Admin fee / account holder | $2,458 | $5,956-58.7% | $13,210-81.4% | $5,651-56.5% |