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 | $184,303 | $99,020+86.1% | $86,590+112.8% | $147,584+24.9% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 16.26% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $6,631 | $3,132+111.7% | $2,839+133.5% | $4,876+36.0% |
| Participant deferral / active EE | $3,052 | $3,972-23.2% | $3,609-15.4% | $5,439-43.9% |
| Admin fee / account holder | $6,246 | $5,710+9.4% | $4,906+27.3% | $10,885-42.6% |