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 | $202,441 | $112,096+80.6% | $95,952+111.0% | $158,922+27.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.07% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,095 | $3,198-34.5% | $2,541-17.6% | $4,761-56.0% |
| Participant deferral / active EE | $1,918 | $4,784-59.9% | $4,167-54.0% | $5,982-67.9% |
| Admin fee / account holder | $9,938 | $10,130-1.9% | $6,795+46.3% | $11,246-11.6% |