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 | $184,341 | $133,922+37.6% | $116,228+58.6% | $142,382+29.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 19.69% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,991 | $3,446+15.8% | $2,994+33.3% | $4,299-7.2% |
| Participant deferral / active EE | $12,299 | $5,672+116.8% | $4,953+148.3% | $6,507+89.0% |
| Admin fee / account holder | $44,774 | $14,945+199.6% | $11,989+273.5% | $12,624+254.7% |