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 | $239,756 | $91,190+162.9% | $178,490+34.3% | $79,858+200.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.10% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,346 | $3,256-27.9% | $5,011-53.2% | $2,471-5.0% |
| Participant deferral / active EE | $5,380 | $3,236+66.3% | $5,202+3.4% | $3,740+43.9% |
| Admin fee / account holder | $711 | $6,751-89.5% | $13,984-94.9% | $5,306-86.6% |