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 | $161,576 | $112,096+44.1% | $95,952+68.4% | $158,922+1.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.35% | 171.09%-164.7pp | 91.61%-85.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,595 | $3,198-18.9% | $2,541+2.1% | $4,761-45.5% |
| Participant deferral / active EE | $7,875 | $4,784+64.6% | $4,167+89.0% | $5,982+31.6% |
| Admin fee / account holder | $58,556 | $10,130+478.0% | $6,795+761.7% | $11,246+420.7% |