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 | $189,452 | $72,400+161.7% | $67,502+180.7% | $145,922+29.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.10% | 7182.46%-7169.4pp | 3512.12%-3499.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,252 | $3,069-26.6% | $2,731-17.5% | $4,660-51.7% |
| Participant deferral / active EE | $16,456 | $4,783+244.0% | $4,000+311.4% | $6,688+146.1% |
| Admin fee / account holder | $1,089 | $5,539-80.3% | $3,998-72.8% | $13,397-91.9% |