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 | $171,602 | $91,190+88.2% | $178,490-3.9% | $79,858+114.9% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 12.28% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $15,811 | $3,256+385.6% | $5,011+215.6% | $2,471+539.9% |
| Participant deferral / active EE | $4,593 | $3,236+41.9% | $5,202-11.7% | $3,740+22.8% |
| Admin fee / account holder | $4,652 | $6,751-31.1% | $13,984-66.7% | $5,306-12.3% |