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 | $187,126 | $68,097+174.8% | $62,929+197.4% | $137,256+36.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.67% | 1859.11%-1846.4pp | 1063.93%-1051.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,857 | $2,811-33.9% | $2,505-25.9% | $4,156-55.3% |
| Participant deferral / active EE | $4,829 | $4,553+6.1% | $3,888+24.2% | $6,407-24.6% |
| Admin fee / account holder | $1,107 | $6,521-83.0% | $5,065-78.1% | $12,270-91.0% |