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 | $193,588 | $118,849+62.9% | $96,562+100.5% | $167,490+15.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.66% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,614 | $3,120-16.2% | $2,356+10.9% | $4,837-46.0% |
| Participant deferral / active EE | $7,516 | $4,616+62.8% | $3,849+95.3% | $6,341+18.5% |
| Admin fee / account holder | $14,571 | $8,065+80.7% | $6,181+135.8% | $12,309+18.4% |