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 | $190,754 | $116,175+64.2% | $93,606+103.8% | $152,861+24.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.35% | 35.96%-14.6pp | 32.76%-11.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,763 | $3,218-45.2% | $2,718-35.1% | $4,762-63.0% |
| Participant deferral / active EE | $7,646 | $4,603+66.1% | $4,069+87.9% | $5,850+30.7% |
| Admin fee / account holder | $8,112 | $10,748-24.5% | $7,888+2.8% | $11,596-30.0% |