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 | $174,021 | $109,327+59.2% | $89,391+94.7% | $158,922+9.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.92% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,610 | $3,170+13.9% | $2,586+39.6% | $4,761-24.2% |
| Participant deferral / active EE | $5,830 | $4,598+26.8% | $3,890+49.9% | $5,982-2.5% |
| Admin fee / account holder | $1,365 | $6,153-77.8% | $4,881-72.0% | $11,246-87.9% |