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 | $187,120 | $95,416+96.1% | $185,823+0.7% | $85,850+118.0% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 18.64% | 23.59%-4.9pp | 122.05%-103.4pp | 318.53%-299.9pp |
| Employer contribution / active EE | $11,749 | $3,314+254.6% | $5,167+127.4% | $2,565+358.0% |
| Participant deferral / active EE | $5,457 | $3,423+59.4% | $5,568-2.0% | $3,952+38.1% |
| Admin fee / account holder | $9,735 | $7,213+35.0% | $16,237-40.0% | $6,260+55.5% |