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 | $183,096 | $52,380+249.6% | $98,755+85.4% | $85,850+113.3% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 11.50% | 25.82%-14.3pp | 49.91%-38.4pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,361 | $1,337+151.3% | $2,067+62.5% | $2,565+31.0% |
| Participant deferral / active EE | $4,088 | $2,101+94.6% | $3,035+34.7% | $3,952+3.4% |
| Admin fee / account holder | $71,684 | $3,865+1754.9% | $4,076+1658.6% | $6,260+1045.1% |