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 | $171,528 | $101,069+69.7% | $81,478+110.5% | $147,584+16.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.52% | 32.40%-14.9pp | 38.78%-21.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $12,727 | $3,205+297.1% | $2,568+395.6% | $4,876+161.0% |
| Participant deferral / active EE | $11,987 | $4,242+182.6% | $3,537+238.9% | $5,439+120.4% |
| Admin fee / account holder | $17,865 | $5,812+207.4% | $4,561+291.7% | $10,885+64.1% |