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 | $171,248 | $67,411+154.0% | $91,001+88.2% | $70,131+144.2% |
| Participation rate | 97.3% | 71.4%+25.9pp | 75.6%+21.7pp | 69.5%+27.8pp |
| Annual return | 17.45% | -40.16%+57.6pp | 4.60%+12.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,642 | $1,786+159.9% | $2,456+89.0% | $2,342+98.2% |
| Participant deferral / active EE | $10,116 | $2,823+258.4% | $3,547+185.2% | $3,332+203.6% |
| Admin fee / account holder | $31,072 | $4,236+633.5% | $5,417+473.6% | $4,645+568.9% |