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 | $161,890 | $85,202+90.0% | $172,739-6.3% | $72,985+121.8% |
| Participation rate | 86.8% | 70.1%+16.8pp | 82.6%+4.2pp | 69.5%+17.4pp |
| Annual return | 28.66% | 27.32%+1.3pp | 802.84%-774.2pp | 81.00%-52.3pp |
| Employer contribution / active EE | $22,255 | $3,324+569.5% | $5,143+332.7% | $2,440+812.2% |
| Participant deferral / active EE | $8,960 | $3,260+174.8% | $5,198+72.4% | $3,607+148.4% |
| Admin fee / account holder | $6,806 | $5,884+15.7% | $13,954-51.2% | $5,124+32.8% |