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 | $169,357 | $113,339+49.4% | $94,993+78.3% | $147,584+14.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.32% | 20.77%-8.4pp | 27.12%-14.8pp | 578.55%-566.2pp |
| Employer contribution / active EE | $10,040 | $3,160+217.7% | $2,603+285.6% | $4,876+105.9% |
| Participant deferral / active EE | $9,263 | $3,777+145.2% | $3,317+179.2% | $5,439+70.3% |
| Admin fee / account holder | $3,338 | $6,063-44.9% | $4,960-32.7% | $10,885-69.3% |