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 | $126,699 | $51,638+145.4% | $68,368+85.3% | $82,448+53.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.98% | 37.53%-21.6pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $5,022 | $2,047+145.4% | $2,649+89.6% | $2,551+96.9% |
| Participant deferral / active EE | $5,525 | $2,914+89.6% | $4,123+34.0% | $4,139+33.5% |
| Admin fee / account holder | $18,935 | $4,643+307.8% | $5,150+267.7% | $7,234+161.7% |