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 | $168,726 | $100,773+67.4% | $88,946+89.7% | $142,382+18.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.78% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $6,201 | $2,918+112.5% | $2,555+142.7% | $4,299+44.2% |
| Participant deferral / active EE | $10,287 | $5,230+96.7% | $4,581+124.5% | $6,507+58.1% |
| Admin fee / account holder | $470 | $9,693-95.2% | $8,261-94.3% | $12,624-96.3% |