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 | $181,324 | $102,317+77.2% | $146,958+23.4% | $80,856+124.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.09% | 134.76%-116.7pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,575 | $3,713-57.6% | $4,933-68.1% | $2,755-42.8% |
| Participant deferral / active EE | $6,485 | $6,644-2.4% | $8,070-19.6% | $4,296+51.0% |
| Admin fee / account holder | $2,827 | $7,941-64.4% | $12,998-78.3% | $6,918-59.1% |