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 | $186,645 | $88,751+110.3% | $81,812+128.1% | $145,922+27.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.55% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,077 | $3,083+64.7% | $2,912+74.3% | $4,660+9.0% |
| Participant deferral / active EE | $2,044 | $4,643-56.0% | $4,319-52.7% | $6,688-69.4% |
| Admin fee / account holder | $21,748 | $8,415+158.4% | $7,386+194.5% | $13,397+62.3% |