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 | $161,800 | $91,190+77.4% | $178,490-9.4% | $79,858+102.6% |
| Participation rate | 95.7% | 69.2%+26.5pp | 81.9%+13.7pp | 69.6%+26.0pp |
| Annual return | 21.48% | 24.19%-2.7pp | 151.07%-129.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $6,836 | $3,256+110.0% | $5,011+36.4% | $2,471+176.7% |
| Participant deferral / active EE | $4,125 | $3,236+27.5% | $5,202-20.7% | $3,740+10.3% |
| Admin fee / account holder | $10,880 | $6,751+61.2% | $13,984-22.2% | $5,306+105.0% |