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 | $169,325 | $116,175+45.8% | $93,606+80.9% | $152,861+10.8% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 19.96% | 35.96%-16.0pp | 32.76%-12.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,862 | $3,218-42.2% | $2,718-31.5% | $4,762-60.9% |
| Participant deferral / active EE | $10,065 | $4,603+118.6% | $4,069+147.4% | $5,850+72.0% |
| Admin fee / account holder | $70,217 | $10,748+553.3% | $7,888+790.2% | $11,596+505.5% |