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 | $187,668 | $95,416+96.7% | $185,823+1.0% | $85,850+118.6% |
| Participation rate | 97.8% | 68.8%+29.1pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 18.38% | 23.59%-5.2pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $3,266 | $3,314-1.4% | $5,167-36.8% | $2,565+27.3% |
| Participant deferral / active EE | $6,204 | $3,423+81.2% | $5,568+11.4% | $3,952+57.0% |
| Admin fee / account holder | $18,191 | $7,213+152.2% | $16,237+12.0% | $6,260+190.6% |