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 | $171,768 | $111,724+53.7% | $93,606+83.5% | $145,922+17.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.10% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,553 | $3,090+15.0% | $2,420+46.8% | $4,660-23.8% |
| Participant deferral / active EE | $5,895 | $4,912+20.0% | $4,411+33.6% | $6,688-11.9% |
| Admin fee / account holder | $33,854 | $10,250+230.3% | $8,285+308.6% | $13,397+152.7% |