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 | $199,411 | $118,849+67.8% | $96,562+106.5% | $167,490+19.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.71% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,709 | $3,120-13.2% | $2,356+14.9% | $4,837-44.0% |
| Participant deferral / active EE | $4,955 | $4,616+7.3% | $3,849+28.7% | $6,341-21.9% |
| Admin fee / account holder | $2,126 | $8,065-73.6% | $6,181-65.6% | $12,309-82.7% |