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 | $171,970 | $89,753+91.6% | $107,525+59.9% | $84,808+102.8% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 13.92% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,923 | $3,113-38.2% | $3,754-48.8% | $2,631-26.9% |
| Participant deferral / active EE | $7,445 | $4,056+83.5% | $5,116+45.5% | $4,212+76.8% |
| Admin fee / account holder | $30,140 | $7,222+317.3% | $8,919+237.9% | $7,344+310.4% |