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 | $247,254 | $105,859+133.6% | $90,160+174.2% | $147,584+67.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.66% | 37.63%-25.0pp | 34.88%-22.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,083 | $4,126-49.5% | $3,318-37.2% | $4,876-57.3% |
| Participant deferral / active EE | $18,232 | $5,733+218.0% | $5,288+244.8% | $5,439+235.2% |
| Admin fee / account holder | $37,004 | $8,046+359.9% | $5,943+522.7% | $10,885+239.9% |