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 | $173,285 | $86,286+100.8% | $111,297+55.7% | $85,850+101.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 12.60% | 19.99%-7.4pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,071 | $2,043+50.3% | $2,731+12.4% | $2,565+19.7% |
| Participant deferral / active EE | $21,100 | $3,641+479.6% | $4,487+370.2% | $3,952+434.0% |
| Admin fee / account holder | $26,674 | $8,188+225.8% | $7,964+234.9% | $6,260+326.1% |