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 | $176,290 | $111,535+58.1% | $105,223+67.5% | $137,256+28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.55% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,742 | $3,939-30.4% | $3,689-25.7% | $4,156-34.0% |
| Participant deferral / active EE | $7,502 | $5,500+36.4% | $5,072+47.9% | $6,407+17.1% |
| Admin fee / account holder | $384 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |