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 | $177,745 | $110,502+60.9% | $80,716+120.2% | $167,490+6.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.56% | 120.54%-104.0pp | 87.28%-70.7pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,658 | $1,543+137.1% | $1,160+215.3% | $4,837-24.4% |
| Participant deferral / active EE | $9,833 | $2,871+242.5% | $2,146+358.3% | $6,341+55.1% |
| Admin fee / account holder | $1,000 | $4,545-78.0% | $3,380-70.4% | $12,309-91.9% |