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 | $184,576 | $102,616+79.9% | $81,983+125.1% | $158,922+16.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.20% | 61.04%-43.8pp | 41.31%-24.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,693 | $3,240+14.0% | $2,498+47.8% | $4,761-22.4% |
| Participant deferral / active EE | $11,821 | $4,648+154.3% | $3,722+217.6% | $5,982+97.6% |
| Admin fee / account holder | $504 | $8,235-93.9% | $5,664-91.1% | $11,246-95.5% |