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 | $248,978 | $102,547+142.8% | $78,210+218.3% | $147,584+68.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 7.67% | 51.08%-43.4pp | 40.90%-33.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,407 | $2,617-8.0% | $2,034+18.4% | $4,876-50.6% |
| Participant deferral / active EE | $7,147 | $3,481+105.3% | $2,823+153.2% | $5,439+31.4% |
| Admin fee / account holder | $34,816 | $5,059+588.2% | $3,758+826.4% | $10,885+219.8% |