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 | $170,821 | $91,190+87.3% | $178,490-4.3% | $79,858+113.9% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.4pp |
| Annual return | 14.31% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,805 | $3,256+109.0% | $5,011+35.8% | $2,471+175.4% |
| Participant deferral / active EE | $5,311 | $3,236+64.1% | $5,202+2.1% | $3,740+42.0% |
| Admin fee / account holder | $36,468 | $6,751+440.2% | $13,984+160.8% | $5,306+587.3% |