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 | $179,457 | $112,096+60.1% | $95,952+87.0% | $158,922+12.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.62% | 171.09%-164.5pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,877 | $3,198-10.0% | $2,541+13.2% | $4,761-39.6% |
| Participant deferral / active EE | $8,686 | $4,784+81.6% | $4,167+108.5% | $5,982+45.2% |
| Admin fee / account holder | $45,717 | $10,130+351.3% | $6,795+572.8% | $11,246+306.5% |