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 | $166,008 | $95,416+74.0% | $185,823-10.7% | $85,850+93.4% |
| Participation rate | 94.4% | 68.8%+25.7pp | 81.7%+12.7pp | 69.3%+25.1pp |
| Annual return | 15.58% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $7,480 | $3,314+125.7% | $5,167+44.7% | $2,565+191.6% |
| Participant deferral / active EE | $5,749 | $3,423+67.9% | $5,568+3.2% | $3,952+45.5% |
| Admin fee / account holder | $26,295 | $7,213+264.6% | $16,237+61.9% | $6,260+320.1% |