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 | $171,104 | $105,181+62.7% | $159,436+7.3% | $85,850+99.3% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 14.33% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,779 | $5,945+148.6% | $7,352+101.0% | $3,952+274.0% |
| Admin fee / account holder | $3,060 | $6,933-55.9% | $10,799-71.7% | $6,260-51.1% |