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 | $141,405 | $72,071+96.2% | $68,368+106.8% | $137,256+3.0% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.0%+2.4pp |
| Annual return | 16.05% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,702 | $2,788+32.8% | $2,649+39.7% | $4,156-10.9% |
| Participant deferral / active EE | $7,730 | $4,410+75.3% | $4,123+87.5% | $6,407+20.7% |
| Admin fee / account holder | $26,029 | $5,336+387.8% | $5,150+405.4% | $12,270+112.1% |