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 | $152,077 | $112,096+35.7% | $95,952+58.5% | $158,922-4.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.58% | 171.09%-162.5pp | 91.61%-83.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,918 | $3,198+53.8% | $2,541+93.6% | $4,761+3.3% |
| Participant deferral / active EE | $3,469 | $4,784-27.5% | $4,167-16.8% | $5,982-42.0% |
| Admin fee / account holder | $889 | $10,130-91.2% | $6,795-86.9% | $11,246-92.1% |