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 | $185,422 | $103,376+79.4% | $87,100+112.9% | $152,861+21.3% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.9%+10.1pp | 82.4%+4.5pp |
| Annual return | 15.49% | 28.10%-12.6pp | 28.19%-12.7pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,306 | $3,220+64.8% | $2,521+110.5% | $4,762+11.4% |
| Participant deferral / active EE | $7,288 | $4,778+52.5% | $4,049+80.0% | $5,850+24.6% |
| Admin fee / account holder | $149,262 | $12,205+1122.9% | $7,497+1891.1% | $11,596+1187.1% |