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 | $193,773 | $118,849+63.0% | $96,562+100.7% | $167,490+15.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.67% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $6,456 | $3,120+107.0% | $2,356+174.0% | $4,837+33.5% |
| Participant deferral / active EE | $4,419 | $4,616-4.3% | $3,849+14.8% | $6,341-30.3% |
| Admin fee / account holder | $52,310 | $8,065+548.6% | $6,181+746.3% | $12,309+325.0% |