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 | $145,869 | $81,208+79.6% | $98,907+47.5% | $79,858+82.7% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 17.31% | 60.99%-43.7pp | 196.43%-179.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $10,980 | $1,960+460.3% | $2,689+308.4% | $2,471+344.4% |
| Participant deferral / active EE | $7,072 | $3,265+116.6% | $4,244+66.6% | $3,740+89.1% |
| Admin fee / account holder | $1,725 | $6,013-71.3% | $6,642-74.0% | $5,306-67.5% |