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 | $184,322 | $91,190+102.1% | $178,490+3.3% | $79,858+130.8% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 13.39% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,005 | $3,256+53.7% | $5,011-0.1% | $2,471+102.6% |
| Participant deferral / active EE | $5,214 | $3,236+61.1% | $5,202+0.2% | $3,740+39.4% |
| Admin fee / account holder | $1,726 | $6,751-74.4% | $13,984-87.7% | $5,306-67.5% |