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 | $184,430 | $124,281+48.4% | $109,143+69.0% | $167,490+10.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.29% | 26.04%-11.7pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $7,296 | $4,207+73.4% | $3,722+96.0% | $4,837+50.8% |
| Participant deferral / active EE | $8,793 | $5,255+67.3% | $4,653+89.0% | $6,341+38.7% |
| Admin fee / account holder | $36,212 | $7,970+354.4% | $6,752+436.3% | $12,309+194.2% |