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 | $198,025 | $102,604+93.0% | $86,188+129.8% | $139,434+42.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.18% | 1922.51%-1910.3pp | 1168.45%-1156.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,921 | $3,032-3.7% | $2,380+22.7% | $4,751-38.5% |
| Participant deferral / active EE | $4,688 | $4,676+0.3% | $3,985+17.6% | $6,710-30.1% |
| Admin fee / account holder | $29,539 | $8,657+241.2% | $6,852+331.1% | $11,403+159.1% |