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 | $149,694 | $107,334+39.5% | $92,893+61.1% | $152,861-2.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.45% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,545 | $4,221-39.7% | $3,653-30.3% | $4,762-46.6% |
| Participant deferral / active EE | $15,183 | $4,845+213.4% | $4,236+258.4% | $5,850+159.5% |
| Admin fee / account holder | $2,794 | $7,079-60.5% | $5,794-51.8% | $11,596-75.9% |