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 | $189,412 | $159,901+18.5% | $146,958+28.9% | $145,922+29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,889 | $5,286-45.3% | $4,933-41.4% | $4,660-38.0% |
| Participant deferral / active EE | $8,667 | $8,428+2.8% | $8,070+7.4% | $6,688+29.6% |
| Admin fee / account holder | $7,094 | $15,044-52.8% | $12,998-45.4% | $13,397-47.1% |