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 | $194,969 | $152,509+27.8% | $117,472+66.0% | $134,475+45.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 6.62% | 52.99%-46.4pp | 29.74%-23.1pp | 417.96%-411.3pp |
| Employer contribution / active EE | $1,550 | $5,571-72.2% | $4,176-62.9% | $4,740-67.3% |
| Participant deferral / active EE | $5,710 | $4,818+18.5% | $4,070+40.3% | $6,400-10.8% |
| Admin fee / account holder | $32,186 | $7,004+359.5% | $5,645+470.2% | $11,426+181.7% |