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 | $157,028 | $84,233+86.4% | $170,442-7.9% | $70,131+123.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.53% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,087 | $3,387-38.4% | $5,433-61.6% | $2,342-10.9% |
| Participant deferral / active EE | $9,998 | $3,086+224.0% | $4,939+102.4% | $3,332+200.1% |
| Admin fee / account holder | $3,688 | $5,698-35.3% | $13,880-73.4% | $4,645-20.6% |