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 | $236,314 | $89,753+163.3% | $107,525+119.8% | $84,808+178.6% |
| Participation rate | 86.5% | 68.1%+18.4pp | 75.1%+11.4pp | 68.3%+18.2pp |
| Annual return | 16.04% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $26,095 | $3,113+738.1% | $3,754+595.2% | $2,631+891.8% |
| Participant deferral / active EE | $1,723 | $4,056-57.5% | $5,116-66.3% | $4,212-59.1% |
| Admin fee / account holder | $31,008 | $7,222+329.3% | $8,919+247.7% | $7,344+322.2% |