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 | $157,517 | $99,079+59.0% | $77,999+101.9% | $273,961-42.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 5.99% | 217.93%-211.9pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,739 | $3,308-17.2% | $2,470+10.9% | $4,869-43.8% |
| Participant deferral / active EE | $11,124 | $4,306+158.3% | $3,497+218.1% | $5,287+110.4% |
| Admin fee / account holder | $133,143 | $8,954+1387.0% | $5,480+2329.4% | $10,132+1214.1% |