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 | $175,449 | $136,179+28.8% | $98,755+77.7% | $167,490+4.8% |
| Participation rate | 85.7% | 70.2%+15.5pp | 65.7%+20.0pp | 82.1%+3.6pp |
| Annual return | 14.30% | 67.53%-53.2pp | 49.91%-35.6pp | 478.56%-464.3pp |
| Employer contribution / active EE | $12,686 | $2,631+382.1% | $2,067+513.6% | $4,837+162.2% |
| Participant deferral / active EE | $10,946 | $3,716+194.6% | $3,035+260.6% | $6,341+72.6% |
| Admin fee / account holder | $4,507 | $5,031-10.4% | $4,076+10.6% | $12,309-63.4% |