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 | $184,740 | $105,181+75.6% | $159,436+15.9% | $85,850+115.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.83% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,055 | $3,318+52.3% | $4,829+4.7% | $2,565+97.1% |
| Participant deferral / active EE | $10,931 | $5,945+83.9% | $7,352+48.7% | $3,952+176.6% |
| Admin fee / account holder | $4,519 | $6,933-34.8% | $10,799-58.2% | $6,260-27.8% |