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 | $170,886 | $102,317+67.0% | $146,958+16.3% | $80,856+111.3% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 14.36% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $9,717 | $3,713+161.7% | $4,933+97.0% | $2,755+252.7% |
| Participant deferral / active EE | $8,329 | $6,644+25.4% | $8,070+3.2% | $4,296+93.9% |
| Admin fee / account holder | $17,960 | $7,941+126.2% | $12,998+38.2% | $6,918+159.6% |