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 | $89,753+96.2% | $107,525+63.8% | $84,808+107.7% |
| Participation rate | 91.4% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.1pp |
| Annual return | 20.79% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $13,330 | $3,113+328.1% | $3,754+255.1% | $2,631+406.6% |
| Participant deferral / active EE | $12,986 | $4,056+220.2% | $5,116+153.9% | $4,212+208.3% |
| Admin fee / account holder | $564 | $7,222-92.2% | $8,919-93.7% | $7,344-92.3% |