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 | $197,628 | $95,416+107.1% | $185,823+6.4% | $85,850+130.2% |
| Participation rate | 97.9% | 68.8%+29.1pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $10,679 | $3,314+222.3% | $5,167+106.7% | $2,565+316.3% |
| Participant deferral / active EE | $7,101 | $3,423+107.4% | $5,568+27.5% | $3,952+79.7% |
| Admin fee / account holder | $75,907 | $7,213+952.4% | $16,237+367.5% | $6,260+1112.6% |