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 | $167,294 | $63,346+164.1% | $92,233+81.4% | $70,131+138.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.74% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $14,529 | $2,471+488.0% | $3,679+294.9% | $2,342+520.3% |
| Participant deferral / active EE | $3,204 | $2,854+12.3% | $3,897-17.8% | $3,332-3.8% |
| Admin fee / account holder | $73,212 | $3,840+1806.5% | $5,194+1309.7% | $4,645+1476.0% |