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 | $189,987 | $118,849+59.9% | $96,562+96.8% | $167,490+13.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.79% | 50.49%-35.7pp | 37.78%-23.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,958 | $3,120-37.2% | $2,356-16.9% | $4,837-59.5% |
| Participant deferral / active EE | $7,561 | $4,616+63.8% | $3,849+96.5% | $6,341+19.2% |
| Admin fee / account holder | $28,617 | $8,065+254.8% | $6,181+363.0% | $12,309+132.5% |