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 | $177,719 | $112,096+58.5% | $95,952+85.2% | $158,922+11.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.61% | 171.09%-153.5pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,506 | $3,198-21.6% | $2,541-1.4% | $4,761-47.4% |
| Participant deferral / active EE | $6,968 | $4,784+45.7% | $4,167+67.2% | $5,982+16.5% |
| Admin fee / account holder | $998 | $10,130-90.2% | $6,795-85.3% | $11,246-91.1% |