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 | $158,052 | $112,096+41.0% | $95,952+64.7% | $158,922-0.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.68% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $6,798 | $3,198+112.6% | $2,541+167.5% | $4,761+42.8% |
| Participant deferral / active EE | $7,833 | $4,784+63.7% | $4,167+88.0% | $5,982+30.9% |
| Admin fee / account holder | $9,072 | $10,130-10.5% | $6,795+33.5% | $11,246-19.3% |