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 | $198,925 | $116,175+71.2% | $93,606+112.5% | $152,861+30.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.59% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,564 | $3,218-20.3% | $2,718-5.7% | $4,762-46.2% |
| Participant deferral / active EE | $8,496 | $4,603+84.6% | $4,069+108.8% | $5,850+45.2% |
| Admin fee / account holder | $1,170 | $10,748-89.1% | $7,888-85.2% | $11,596-89.9% |