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 | $181,733 | $98,750+84.0% | $149,696+21.4% | $79,858+127.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 18.58% | 27.43%-8.9pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,208 | $3,216+61.9% | $4,644+12.1% | $2,471+110.8% |
| Participant deferral / active EE | $6,207 | $5,680+9.3% | $6,842-9.3% | $3,740+66.0% |
| Admin fee / account holder | $791 | $6,053-86.9% | $9,309-91.5% | $5,306-85.1% |