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 | $173,727 | $112,096+55.0% | $95,952+81.1% | $158,922+9.3% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 16.98% | 171.09%-154.1pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,784 | $3,198+80.9% | $2,541+127.6% | $4,761+21.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $16,617 | $10,130+64.0% | $6,795+144.5% | $11,246+47.8% |