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 | $178,292 | $144,119+23.7% | $117,854+51.3% | $147,584+20.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.08% | 531.15%-520.1pp | 335.08%-324.0pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,345 | $4,896-31.7% | $3,786-11.7% | $4,876-31.4% |
| Participant deferral / active EE | $6,910 | $5,316+30.0% | $4,482+54.2% | $5,439+27.0% |
| Admin fee / account holder | $935 | $10,886-91.4% | $8,020-88.3% | $10,885-91.4% |