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 | $151,021 | $96,635+56.3% | $86,612+74.4% | $139,434+8.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.37% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,894 | $3,263+19.4% | $3,022+28.8% | $4,751-18.0% |
| Participant deferral / active EE | $18,769 | $4,836+288.1% | $4,438+323.0% | $6,710+179.7% |
| Admin fee / account holder | $66,818 | $6,408+942.8% | $5,614+1090.2% | $11,403+486.0% |