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 | $177,722 | $99,020+79.5% | $86,590+105.2% | $147,584+20.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.64% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $6,892 | $3,132+120.1% | $2,839+142.7% | $4,876+41.3% |
| Participant deferral / active EE | $5,792 | $3,972+45.8% | $3,609+60.5% | $5,439+6.5% |
| Admin fee / account holder | $13,652 | $5,710+139.1% | $4,906+178.3% | $10,885+25.4% |