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 | $188,582 | $107,334+75.7% | $92,893+103.0% | $152,861+23.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.97% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,947 | $4,221-30.2% | $3,653-19.3% | $4,762-38.1% |
| Participant deferral / active EE | $17,833 | $4,845+268.1% | $4,236+321.0% | $5,850+204.8% |
| Admin fee / account holder | $1,671 | $7,079-76.4% | $5,794-71.2% | $11,596-85.6% |