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 | $181,453 | $111,724+62.4% | $93,606+93.8% | $145,922+24.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.22% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,842 | $3,090+24.3% | $2,420+58.8% | $4,660-17.5% |
| Participant deferral / active EE | $7,698 | $4,912+56.7% | $4,411+74.5% | $6,688+15.1% |
| Admin fee / account holder | $2,660 | $10,250-74.0% | $8,285-67.9% | $13,397-80.1% |