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 | $168,897 | $91,190+85.2% | $178,490-5.4% | $79,858+111.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 20.98% | 24.19%-3.2pp | 151.07%-130.1pp | 31.71%-10.7pp |
| Employer contribution / active EE | $5,896 | $3,256+81.1% | $5,011+17.7% | $2,471+138.6% |
| Participant deferral / active EE | $5,252 | $3,236+62.3% | $5,202+1.0% | $3,740+40.4% |
| Admin fee / account holder | $797 | $6,751-88.2% | $13,984-94.3% | $5,306-85.0% |