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 | $184,945 | $63,764+190.0% | $81,930+125.7% | $79,858+131.6% |
| Participation rate | 97.8% | 67.5%+30.3pp | 72.0%+25.8pp | 69.6%+28.2pp |
| Annual return | 81.31% | 22.66%+58.6pp | 29.49%+51.8pp | 31.71%+49.6pp |
| Employer contribution / active EE | $17,663 | $1,795+883.8% | $4,310+309.8% | $2,471+614.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15,695 | $4,426+254.6% | $5,158+204.3% | $5,306+195.8% |