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 | $184,369 | $113,339+62.7% | $94,993+94.1% | $147,584+24.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 7.62% | 20.77%-13.1pp | 27.12%-19.5pp | 578.55%-570.9pp |
| Employer contribution / active EE | $6,250 | $3,160+97.8% | $2,603+140.1% | $4,876+28.2% |
| Participant deferral / active EE | $5,016 | $3,777+32.8% | $3,317+51.2% | $5,439-7.8% |
| Admin fee / account holder | $3,126 | $6,063-48.4% | $4,960-37.0% | $10,885-71.3% |