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 | $173,153 | $112,096+54.5% | $95,952+80.5% | $158,922+9.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.33% | 171.09%-152.8pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,092 | $3,198-34.6% | $2,541-17.7% | $4,761-56.1% |
| Participant deferral / active EE | $4,172 | $4,784-12.8% | $4,167+0.1% | $5,982-30.3% |
| Admin fee / account holder | $11,927 | $10,130+17.7% | $6,795+75.5% | $11,246+6.1% |