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 | $182,365 | $114,381+59.4% | $107,525+69.6% | $142,382+28.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.51% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $10,979 | $4,015+173.5% | $3,754+192.5% | $4,299+155.4% |
| Participant deferral / active EE | $8,225 | $5,564+47.8% | $5,116+60.8% | $6,507+26.4% |
| Admin fee / account holder | $41,055 | $9,860+316.4% | $8,919+360.3% | $12,624+225.2% |