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 | $170,337 | $78,672+116.5% | $109,143+56.1% | $85,850+98.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.91% | 25.09%-9.2pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $11,336 | $2,735+314.5% | $3,722+204.6% | $2,565+341.9% |
| Participant deferral / active EE | $7,882 | $3,467+127.3% | $4,653+69.4% | $3,952+99.5% |
| Admin fee / account holder | $2,744 | $5,469-49.8% | $6,752-59.4% | $6,260-56.2% |