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 | $139,373 | $112,096+24.3% | $95,952+45.3% | $158,922-12.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.71% | 171.09%-150.4pp | 91.61%-70.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,259 | $3,198+1.9% | $2,541+28.3% | $4,761-31.5% |
| Participant deferral / active EE | $11,034 | $4,784+130.6% | $4,167+164.8% | $5,982+84.4% |
| Admin fee / account holder | $24,492 | $10,130+141.8% | $6,795+260.4% | $11,246+117.8% |