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 | $175,156 | $48,230+263.2% | $67,502+159.5% | $80,856+116.6% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 19.99% | 18.28%+1.7pp | 3512.12%-3492.1pp | 35.59%-15.6pp |
| Employer contribution / active EE | $9,316 | $2,020+361.3% | $2,731+241.1% | $2,755+238.2% |
| Participant deferral / active EE | $3,816 | $2,924+30.5% | $4,000-4.6% | $4,296-11.2% |
| Admin fee / account holder | $1,881 | $3,681-48.9% | $3,998-52.9% | $6,918-72.8% |