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 | $168,069 | $114,047+47.4% | $96,139+74.8% | $167,490+0.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.59% | 189.88%-181.3pp | 191.94%-183.4pp | 478.56%-470.0pp |
| Employer contribution / active EE | $7,560 | $3,427+120.6% | $2,797+170.3% | $4,837+56.3% |
| Participant deferral / active EE | $13,728 | $5,194+164.3% | $4,349+215.7% | $6,341+116.5% |
| Admin fee / account holder | $2,174 | $6,897-68.5% | $5,537-60.7% | $12,309-82.3% |