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 | $172,034 | $144,119+19.4% | $117,854+46.0% | $147,584+16.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.36% | 531.15%-514.8pp | 335.08%-318.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,477 | $4,896-49.4% | $3,786-34.6% | $4,876-49.2% |
| Participant deferral / active EE | $16,320 | $5,316+207.0% | $4,482+264.1% | $5,439+200.1% |
| Admin fee / account holder | $8,756 | $10,886-19.6% | $8,020+9.2% | $10,885-19.6% |