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 | $187,480 | $118,450+58.3% | $98,439+90.5% | $139,434+34.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 18.94%-8.1pp | 21.16%-10.3pp | 372.94%-362.1pp |
| Employer contribution / active EE | $8,660 | $3,609+139.9% | $3,048+184.1% | $4,751+82.3% |
| Participant deferral / active EE | $14,263 | $5,392+164.5% | $4,738+201.0% | $6,710+112.6% |
| Admin fee / account holder | $141,852 | $14,026+911.3% | $8,948+1485.4% | $11,403+1144.0% |