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 | $180,313 | $104,907+71.9% | $84,611+113.1% | $152,861+18.0% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 21.63% | 373.79%-352.2pp | 258.74%-237.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $14,295 | $3,302+333.0% | $2,652+439.0% | $4,762+200.2% |
| Participant deferral / active EE | $5,492 | $4,688+17.2% | $3,899+40.9% | $5,850-6.1% |
| Admin fee / account holder | $810 | $6,241-87.0% | $4,912-83.5% | $11,596-93.0% |