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 | $171,613 | $49,227+248.6% | $70,449+143.6% | $79,858+114.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.55% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $18,215 | $2,099+767.8% | $2,737+565.6% | $2,471+637.2% |
| Participant deferral / active EE | $4,583 | $2,768+65.6% | $3,709+23.6% | $3,740+22.5% |
| Admin fee / account holder | $3,688 | $2,878+28.1% | $3,845-4.1% | $5,306-30.5% |