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 | $197,593 | $115,770+70.7% | $101,248+95.2% | $158,922+24.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.75% | 56.14%-32.4pp | 46.47%-22.7pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,860 | $4,175-31.5% | $3,660-21.9% | $4,761-39.9% |
| Participant deferral / active EE | $6,657 | $4,957+34.3% | $4,370+52.3% | $5,982+11.3% |
| Admin fee / account holder | $958 | $7,245-86.8% | $5,945-83.9% | $11,246-91.5% |