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 | $162,413 | $112,096+44.9% | $95,952+69.3% | $158,922+2.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.95% | 171.09%-153.1pp | 91.61%-73.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $5,026 | $3,198+57.2% | $2,541+97.8% | $4,761+5.6% |
| Participant deferral / active EE | $16,296 | $4,784+240.6% | $4,167+291.1% | $5,982+172.4% |
| Admin fee / account holder | $3,629 | $10,130-64.2% | $6,795-46.6% | $11,246-67.7% |