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 | $171,764 | $117,841+45.8% | $102,423+67.7% | $145,922+17.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $14,000 | $3,615+287.3% | $3,023+363.1% | $4,660+200.5% |
| Participant deferral / active EE | $6,793 | $5,731+18.5% | $5,053+34.4% | $6,688+1.6% |
| Admin fee / account holder | $86,836 | $13,326+551.6% | $9,451+818.8% | $13,397+548.2% |