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 | $162,012 | $91,190+77.7% | $178,490-9.2% | $79,858+102.9% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 17.69% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $8,467 | $3,256+160.1% | $5,011+69.0% | $2,471+242.7% |
| Participant deferral / active EE | $7,190 | $3,236+122.2% | $5,202+38.2% | $3,740+92.2% |
| Admin fee / account holder | $905 | $6,751-86.6% | $13,984-93.5% | $5,306-83.0% |