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 | $171,590 | $105,181+63.1% | $159,436+7.6% | $85,850+99.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.4pp |
| Annual return | 17.89% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,176 | $3,318-64.6% | $4,829-75.7% | $2,565-54.2% |
| Participant deferral / active EE | $12,330 | $5,945+107.4% | $7,352+67.7% | $3,952+212.0% |
| Admin fee / account holder | $1,742 | $6,933-74.9% | $10,799-83.9% | $6,260-72.2% |