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 | $181,724 | $118,849+52.9% | $96,562+88.2% | $167,490+8.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.43% | 50.49%-42.1pp | 37.78%-29.4pp | 478.56%-470.1pp |
| Employer contribution / active EE | $3,400 | $3,120+9.0% | $2,356+44.3% | $4,837-29.7% |
| Participant deferral / active EE | $3,459 | $4,616-25.1% | $3,849-10.1% | $6,341-45.5% |
| Admin fee / account holder | $51,332 | $8,065+536.5% | $6,181+730.5% | $12,309+317.0% |