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 | $194,918 | $118,849+64.0% | $96,562+101.9% | $167,490+16.4% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.8%+19.7pp | 82.1%+7.4pp |
| Annual return | 18.00% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $5,523 | $3,120+77.0% | $2,356+134.4% | $4,837+14.2% |
| Participant deferral / active EE | $4,696 | $4,616+1.7% | $3,849+22.0% | $6,341-25.9% |
| Admin fee / account holder | $5,013 | $8,065-37.8% | $6,181-18.9% | $12,309-59.3% |