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 | $174,015 | $99,985+74.0% | $146,665+18.6% | $85,850+102.7% |
| Participation rate | 94.4% | 73.1%+21.4pp | 80.1%+14.4pp | 69.3%+25.1pp |
| Annual return | 111.58% | 18.93%+92.6pp | 22.74%+88.8pp | 318.53%-207.0pp |
| Employer contribution / active EE | $3,251 | $2,559+27.0% | $4,136-21.4% | $2,565+26.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,791 | $7,702-76.7% | $10,280-82.6% | $6,260-71.4% |