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 | $194,495 | $102,616+89.5% | $81,983+137.2% | $158,922+22.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.93% | 61.04%-46.1pp | 41.31%-26.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,436 | $3,240+6.0% | $2,498+37.5% | $4,761-27.8% |
| Participant deferral / active EE | $13,260 | $4,648+185.3% | $3,722+256.3% | $5,982+121.7% |
| Admin fee / account holder | $6,489 | $8,235-21.2% | $5,664+14.6% | $11,246-42.3% |