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 | $176,117 | $88,672+98.6% | $105,223+67.4% | $82,448+113.6% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 20.79% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $13,330 | $3,048+337.3% | $3,689+261.4% | $2,551+422.5% |
| Participant deferral / active EE | $12,986 | $4,036+221.8% | $5,072+156.1% | $4,139+213.7% |
| Admin fee / account holder | $564 | $7,146-92.1% | $8,859-93.6% | $7,234-92.2% |