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 | $169,953 | $78,422+116.7% | $95,952+77.1% | $79,858+112.8% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.7pp |
| Annual return | 12.32% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $5,373 | $1,945+176.2% | $2,541+111.5% | $2,471+117.5% |
| Participant deferral / active EE | $3,945 | $3,440+14.7% | $4,167-5.3% | $3,740+5.5% |
| Admin fee / account holder | $32,151 | $5,622+471.9% | $6,795+373.1% | $5,306+505.9% |