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 | $194,680 | $109,327+78.1% | $89,391+117.8% | $158,922+22.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.84% | 345.68%-323.8pp | 245.62%-223.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,578 | $3,170-50.2% | $2,586-39.0% | $4,761-66.9% |
| Participant deferral / active EE | $9,147 | $4,598+98.9% | $3,890+135.1% | $5,982+52.9% |
| Admin fee / account holder | $13,296 | $6,153+116.1% | $4,881+172.4% | $11,246+18.2% |