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 | $171,226 | $114,237+49.9% | $119,258+43.6% | $167,490+2.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.02% | 29.87%-15.9pp | 30.69%-16.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $12,083 | $4,481+169.6% | $4,384+175.6% | $4,837+149.8% |
| Participant deferral / active EE | $7,239 | $6,084+19.0% | $6,111+18.5% | $6,341+14.2% |
| Admin fee / account holder | $43,238 | $8,932+384.1% | $7,226+498.4% | $12,309+251.3% |