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 | $154,227 | $112,096+37.6% | $95,952+60.7% | $158,922-3.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.21% | 171.09%-153.9pp | 91.61%-74.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $9,233 | $3,198+188.7% | $2,541+263.4% | $4,761+93.9% |
| Participant deferral / active EE | $3,340 | $4,784-30.2% | $4,167-19.8% | $5,982-44.2% |
| Admin fee / account holder | $1,113 | $10,130-89.0% | $6,795-83.6% | $11,246-90.1% |