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 | $146,554 | $112,096+30.7% | $95,952+52.7% | $158,922-7.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.66% | 171.09%-164.4pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $3,310 | $3,198+3.5% | $2,541+30.3% | $4,761-30.5% |
| Participant deferral / active EE | $5,696 | $4,784+19.1% | $4,167+36.7% | $5,982-4.8% |
| Admin fee / account holder | $72,933 | $10,130+620.0% | $6,795+973.3% | $11,246+548.5% |