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 | $243,790 | $117,841+106.9% | $102,423+138.0% | $145,922+67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.75% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,807 | $3,615-50.0% | $3,023-40.2% | $4,660-61.2% |
| Participant deferral / active EE | $10,863 | $5,731+89.6% | $5,053+115.0% | $6,688+62.4% |
| Admin fee / account holder | $25,138 | $13,326+88.6% | $9,451+166.0% | $13,397+87.6% |