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 | $177,820 | $48,230+268.7% | $67,502+163.4% | $80,856+119.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.6%+22.4pp |
| Annual return | 15.37% | 18.28%-2.9pp | 3512.12%-3496.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $20,002 | $2,020+890.4% | $2,731+632.4% | $2,755+626.1% |
| Participant deferral / active EE | $6,965 | $2,924+138.2% | $4,000+74.1% | $4,296+62.1% |
| Admin fee / account holder | $47,202 | $3,681+1182.2% | $3,998+1080.8% | $6,918+582.3% |