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 | $194,904 | $112,096+73.9% | $95,952+103.1% | $158,922+22.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.23% | 171.09%-163.9pp | 91.61%-84.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,212 | $3,198-30.8% | $2,541-12.9% | $4,761-53.5% |
| Participant deferral / active EE | $4,775 | $4,784-0.2% | $4,167+14.6% | $5,982-20.2% |
| Admin fee / account holder | $4,821 | $10,130-52.4% | $6,795-29.1% | $11,246-57.1% |