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 | $213,576 | $112,096+90.5% | $95,952+122.6% | $158,922+34.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.83% | 171.09%-150.3pp | 91.61%-70.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,745 | $3,198-45.4% | $2,541-31.3% | $4,761-63.3% |
| Participant deferral / active EE | $4,711 | $4,784-1.5% | $4,167+13.1% | $5,982-21.3% |
| Admin fee / account holder | $2,278 | $10,130-77.5% | $6,795-66.5% | $11,246-79.7% |