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 | $180,927 | $116,175+55.7% | $93,606+93.3% | $152,861+18.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.27% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $6,842 | $3,218+112.6% | $2,718+151.7% | $4,762+43.7% |
| Participant deferral / active EE | $2,120 | $4,603-54.0% | $4,069-47.9% | $5,850-63.8% |
| Admin fee / account holder | $60,846 | $10,748+466.1% | $7,888+671.3% | $11,596+424.7% |