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 | $174,371 | $109,327+59.5% | $89,391+95.1% | $158,922+9.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.89% | 345.68%-328.8pp | 245.62%-228.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,426 | $3,170+8.1% | $2,586+32.5% | $4,761-28.0% |
| Participant deferral / active EE | $10,437 | $4,598+127.0% | $3,890+168.3% | $5,982+74.5% |
| Admin fee / account holder | $6,361 | $6,153+3.4% | $4,881+30.3% | $11,246-43.4% |