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 | $183,216 | $104,974+74.5% | $95,585+91.7% | $142,382+28.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.27% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,333 | $2,779+127.9% | $2,527+150.7% | $4,299+47.3% |
| Participant deferral / active EE | $12,738 | $4,352+192.7% | $4,023+216.7% | $6,507+95.8% |
| Admin fee / account holder | $28,038 | $6,386+339.1% | $6,127+357.6% | $12,624+122.1% |