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 | $183,621 | $118,849+54.5% | $96,562+90.2% | $167,490+9.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.73% | 50.49%-35.8pp | 37.78%-23.1pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,296 | $3,120-58.5% | $2,356-45.0% | $4,837-73.2% |
| Participant deferral / active EE | $4,391 | $4,616-4.9% | $3,849+14.1% | $6,341-30.8% |
| Admin fee / account holder | $3,165 | $8,065-60.8% | $6,181-48.8% | $12,309-74.3% |