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 | $156,056 | $112,096+39.2% | $95,952+62.6% | $158,922-1.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.56% | 171.09%-162.5pp | 91.61%-83.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,787 | $3,198-12.8% | $2,541+9.7% | $4,761-41.5% |
| Participant deferral / active EE | $6,263 | $4,784+30.9% | $4,167+50.3% | $5,982+4.7% |
| Admin fee / account holder | $47,771 | $10,130+371.6% | $6,795+603.0% | $11,246+324.8% |