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 | $187,458 | $112,096+67.2% | $95,952+95.4% | $158,922+18.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.90% | 171.09%-160.2pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $7,853 | $3,198+145.5% | $2,541+209.0% | $4,761+64.9% |
| Participant deferral / active EE | $4,708 | $4,784-1.6% | $4,167+13.0% | $5,982-21.3% |
| Admin fee / account holder | $5,136 | $10,130-49.3% | $6,795-24.4% | $11,246-54.3% |