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 | $180,678 | $154,117+17.2% | $129,995+39.0% | $139,434+29.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.29% | 32.48%-14.2pp | -137.18%+155.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $22,047 | $5,289+316.8% | $4,320+410.4% | $4,751+364.1% |
| Participant deferral / active EE | $17,283 | $6,710+157.6% | $5,820+196.9% | $6,710+157.6% |
| Admin fee / account holder | $61,738 | $14,007+340.8% | $10,614+481.6% | $11,403+441.4% |