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 | $170,754 | $126,519+35.0% | $106,201+60.8% | $145,959+17.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.35% | 225.10%-213.8pp | 116.26%-104.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $7,409 | $3,726+98.9% | $3,170+133.7% | $4,661+59.0% |
| Participant deferral / active EE | $12,414 | $5,716+117.2% | $5,012+147.7% | $6,689+85.6% |
| Admin fee / account holder | $53,413 | $17,312+208.5% | $11,039+383.8% | $13,398+298.7% |