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 | $233,481 | $112,096+108.3% | $95,952+143.3% | $158,922+46.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.42% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $14,148 | $3,198+342.4% | $2,541+456.8% | $4,761+197.1% |
| Participant deferral / active EE | $5,383 | $4,784+12.5% | $4,167+29.2% | $5,982-10.0% |
| Admin fee / account holder | $1,765 | $10,130-82.6% | $6,795-74.0% | $11,246-84.3% |