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 | $160,223 | $107,334+49.3% | $92,893+72.5% | $152,861+4.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.75% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,325 | $4,221-44.9% | $3,653-36.4% | $4,762-51.2% |
| Participant deferral / active EE | $7,492 | $4,845+54.6% | $4,236+76.9% | $5,850+28.1% |
| Admin fee / account holder | $9,045 | $7,079+27.8% | $5,794+56.1% | $11,596-22.0% |