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 | $232,551 | $112,096+107.5% | $95,952+142.4% | $158,922+46.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.32% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,508 | $3,198-21.6% | $2,541-1.3% | $4,761-47.3% |
| Participant deferral / active EE | $7,206 | $4,784+50.6% | $4,167+72.9% | $5,982+20.5% |
| Admin fee / account holder | $54,619 | $10,130+439.2% | $6,795+703.8% | $11,246+385.7% |