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 | $173,572 | $111,535+55.6% | $105,223+65.0% | $137,256+26.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.62% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $11,670 | $3,939+196.2% | $3,689+216.4% | $4,156+180.8% |
| Participant deferral / active EE | $4,906 | $5,500-10.8% | $5,072-3.3% | $6,407-23.4% |
| Admin fee / account holder | $31,511 | $9,721+224.1% | $8,859+255.7% | $12,270+156.8% |