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 | $174,534 | $124,281+40.4% | $109,143+59.9% | $167,490+4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.41% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,319 | $4,207-68.6% | $3,722-64.6% | $4,837-72.7% |
| Participant deferral / active EE | $13,560 | $5,255+158.0% | $4,653+191.4% | $6,341+113.8% |
| Admin fee / account holder | $33,638 | $7,970+322.1% | $6,752+398.2% | $12,309+173.3% |