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 | $178,283 | $101,069+76.4% | $81,478+118.8% | $147,584+20.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.66% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,392 | $3,205-25.4% | $2,568-6.8% | $4,876-50.9% |
| Participant deferral / active EE | $12,557 | $4,242+196.0% | $3,537+255.1% | $5,439+130.9% |
| Admin fee / account holder | $2,996 | $5,812-48.5% | $4,561-34.3% | $10,885-72.5% |