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 | $173,157 | $89,355+93.8% | $141,162+22.7% | $72,985+137.3% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 22.70% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $8,197 | $3,114+163.2% | $4,735+73.1% | $2,440+235.9% |
| Participant deferral / active EE | $9,030 | $5,418+66.7% | $6,709+34.6% | $3,607+150.3% |
| Admin fee / account holder | $17,436 | $5,958+192.6% | $10,261+69.9% | $5,124+240.3% |