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 | $177,819 | $48,795+264.4% | $65,493+171.5% | $84,808+109.7% |
| Participation rate | 93.8% | 67.0%+26.8pp | 73.1%+20.7pp | 68.3%+25.4pp |
| Annual return | 30.56% | 20.20%+10.4pp | 982.45%-951.9pp | 40.90%-10.3pp |
| Employer contribution / active EE | $11,274 | $1,930+484.2% | $2,574+337.9% | $2,631+328.5% |
| Participant deferral / active EE | $3,661 | $2,928+25.0% | $3,961-7.6% | $4,212-13.1% |
| Admin fee / account holder | $15,911 | $3,877+310.4% | $5,028+216.4% | $7,344+116.7% |