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 | $227,521 | $157,256+44.7% | $141,162+61.2% | $152,861+48.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 20.29% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $19,244 | $5,261+265.8% | $4,735+306.4% | $4,762+304.1% |
| Participant deferral / active EE | $16,942 | $7,109+138.3% | $6,709+152.5% | $5,850+189.6% |
| Admin fee / account holder | $427 | $12,120-96.5% | $10,261-95.8% | $11,596-96.3% |