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 | $184,921 | $46,553+297.2% | $64,056+188.7% | $75,163+146.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.83% | 26.03%-9.2pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $19,333 | $1,974+879.5% | $2,747+603.9% | $2,670+624.1% |
| Participant deferral / active EE | $7,447 | $2,837+162.5% | $3,880+91.9% | $4,125+80.5% |
| Admin fee / account holder | $42,787 | $2,952+1349.4% | $3,068+1294.6% | $5,651+657.2% |