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 | $231,661 | $149,734+54.7% | $118,925+94.8% | $158,922+45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.69% | 19.95%-6.3pp | 35.88%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,021 | $4,115-26.6% | $3,263-7.4% | $4,761-36.5% |
| Participant deferral / active EE | $9,985 | $5,223+91.2% | $4,265+134.1% | $5,982+66.9% |
| Admin fee / account holder | $1,312 | $8,603-84.8% | $6,581-80.1% | $11,246-88.3% |