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 | $207,921 | $105,931+96.3% | $81,930+153.8% | $158,922+30.8% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.0%+23.0pp | 82.0%+13.0pp |
| Annual return | 7.12% | 38.17%-31.1pp | 29.49%-22.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,672 | $7,800-65.7% | $4,310-38.0% | $4,761-43.9% |
| Participant deferral / active EE | $12,178 | $13,003-6.3% | $7,107+71.4% | $5,982+103.6% |
| Admin fee / account holder | $128,383 | $8,489+1412.3% | $5,158+2389.0% | $11,246+1041.6% |