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 | $220,765 | $100,852+118.9% | $90,404+144.2% | $158,922+38.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 12.15% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,085 | $3,689-43.5% | $3,262-36.1% | $4,761-56.2% |
| Participant deferral / active EE | $4,823 | $4,348+10.9% | $3,963+21.7% | $5,982-19.4% |
| Admin fee / account holder | $41,134 | $6,501+532.7% | $5,611+633.1% | $11,246+265.8% |