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 | $179,133 | $109,327+63.9% | $89,391+100.4% | $158,922+12.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.20% | 345.68%-328.5pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $8,851 | $3,170+179.2% | $2,586+242.3% | $4,761+85.9% |
| Participant deferral / active EE | $7,160 | $4,598+55.7% | $3,890+84.1% | $5,982+19.7% |
| Admin fee / account holder | $2,409 | $6,153-60.8% | $4,881-50.6% | $11,246-78.6% |