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 | $169,800 | $78,672+115.8% | $109,143+55.6% | $85,850+97.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.81% | 25.09%-8.3pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,645 | $2,735-3.3% | $3,722-28.9% | $2,565+3.1% |
| Participant deferral / active EE | $7,578 | $3,467+118.5% | $4,653+62.8% | $3,952+91.8% |
| Admin fee / account holder | $27,325 | $5,469+399.6% | $6,752+304.7% | $6,260+336.5% |