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 | $207,395 | $101,069+105.2% | $81,478+154.5% | $147,584+40.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.68% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,687 | $3,205+15.0% | $2,568+43.6% | $4,876-24.4% |
| Participant deferral / active EE | $11,366 | $4,242+168.0% | $3,537+221.4% | $5,439+109.0% |
| Admin fee / account holder | $3,350 | $5,812-42.4% | $4,561-26.6% | $10,885-69.2% |