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 | $171,383 | $61,774+177.4% | $97,226+76.3% | $80,856+112.0% |
| Participation rate | 85.5% | 63.5%+22.0pp | 72.7%+12.8pp | 67.6%+17.8pp |
| Annual return | 18.63% | -557.90%+576.5pp | 75.13%-56.5pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,020 | $1,837+173.3% | $2,729+84.0% | $2,755+82.2% |
| Participant deferral / active EE | $6,627 | $3,029+118.8% | $4,264+55.4% | $4,296+54.3% |
| Admin fee / account holder | $754 | $5,166-85.4% | $5,654-86.7% | $6,918-89.1% |