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 | $183,385 | $59,839+206.5% | $81,983+123.7% | $79,858+129.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 11.75% | 17.56%-5.8pp | 41.31%-29.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $6,593 | $1,713+284.7% | $2,498+163.9% | $2,471+166.8% |
| Participant deferral / active EE | $7,594 | $2,695+181.8% | $3,722+104.0% | $3,740+103.0% |
| Admin fee / account holder | $45,288 | $4,287+956.3% | $5,664+699.6% | $5,306+753.5% |