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 | $216,855 | $114,381+89.6% | $107,525+101.7% | $142,382+52.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.75% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,181 | $4,015-45.7% | $3,754-41.9% | $4,299-49.3% |
| Participant deferral / active EE | $4,251 | $5,564-23.6% | $5,116-16.9% | $6,507-34.7% |
| Admin fee / account holder | $22,422 | $9,860+127.4% | $8,919+151.4% | $12,624+77.6% |