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 | $176,711 | $133,922+32.0% | $116,228+52.0% | $142,382+24.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.30% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,754 | $3,446+38.0% | $2,994+58.8% | $4,299+10.6% |
| Participant deferral / active EE | $12,552 | $5,672+121.3% | $4,953+153.4% | $6,507+92.9% |
| Admin fee / account holder | $7,456 | $14,945-50.1% | $11,989-37.8% | $12,624-40.9% |