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 | $129,604 | $63,346+104.6% | $92,233+40.5% | $70,131+84.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.36% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,563 | $2,471-36.8% | $3,679-57.5% | $2,342-33.3% |
| Participant deferral / active EE | $4,382 | $2,854+53.5% | $3,897+12.5% | $3,332+31.5% |
| Admin fee / account holder | $9,427 | $3,840+145.5% | $5,194+81.5% | $4,645+102.9% |