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 | $157,289 | $101,069+55.6% | $81,478+93.0% | $147,584+6.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.14% | 32.40%-20.3pp | 38.78%-26.6pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,984 | $3,205-6.9% | $2,568+16.2% | $4,876-38.8% |
| Participant deferral / active EE | $7,382 | $4,242+74.0% | $3,537+108.7% | $5,439+35.7% |
| Admin fee / account holder | $51,341 | $5,812+783.4% | $4,561+1025.6% | $10,885+371.7% |