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 | $199,013 | $100,773+97.5% | $88,946+123.7% | $142,382+39.8% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 13.18% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,688 | $2,918+60.7% | $2,555+83.5% | $4,299+9.0% |
| Participant deferral / active EE | $6,210 | $5,230+18.7% | $4,581+35.6% | $6,507-4.6% |
| Admin fee / account holder | $81,104 | $9,693+736.7% | $8,261+881.8% | $12,624+542.5% |