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 | $242,134 | $112,096+116.0% | $95,952+152.3% | $158,922+52.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.12% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,128 | $3,198-33.4% | $2,541-16.2% | $4,761-55.3% |
| Participant deferral / active EE | $5,008 | $4,784+4.7% | $4,167+20.2% | $5,982-16.3% |
| Admin fee / account holder | $9,329 | $10,130-7.9% | $6,795+37.3% | $11,246-17.0% |