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 | $235,493 | $99,079+137.7% | $77,999+201.9% | $273,961-14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.39% | 217.93%-210.5pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,878 | $3,308-43.2% | $2,470-24.0% | $4,869-61.4% |
| Participant deferral / active EE | $7,610 | $4,306+76.7% | $3,497+117.6% | $5,287+43.9% |
| Admin fee / account holder | $4,457 | $8,954-50.2% | $5,480-18.7% | $10,132-56.0% |