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 | $160,482 | $110,261+45.5% | $95,745+67.6% | $139,434+15.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.36% | 27.11%-10.7pp | 28.35%-12.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $16,512 | $3,257+406.9% | $2,835+482.5% | $4,751+247.6% |
| Participant deferral / active EE | $8,634 | $4,676+84.7% | $4,245+103.4% | $6,710+28.7% |
| Admin fee / account holder | $7,148 | $6,613+8.1% | $5,678+25.9% | $11,403-37.3% |