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 | $176,749 | $54,705+223.1% | $71,209+148.2% | $84,808+108.4% |
| Participation rate | 88.6% | 64.1%+24.6pp | 73.8%+14.9pp | 68.3%+20.3pp |
| Annual return | 14.26% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $9,082 | $2,158+320.9% | $2,721+233.8% | $2,631+245.2% |
| Participant deferral / active EE | $7,861 | $3,030+159.4% | $4,175+88.3% | $4,212+86.7% |
| Admin fee / account holder | $35,683 | $4,863+633.7% | $5,349+567.1% | $7,344+385.9% |