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 | $205,093 | $101,069+102.9% | $81,478+151.7% | $147,584+39.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.75% | 32.40%-19.6pp | 38.78%-26.0pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,782 | $3,205-44.4% | $2,568-30.6% | $4,876-63.4% |
| Participant deferral / active EE | $13,333 | $4,242+214.3% | $3,537+277.0% | $5,439+145.2% |
| Admin fee / account holder | $12,351 | $5,812+112.5% | $4,561+170.8% | $10,885+13.5% |