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 | $172,550 | $158,398+8.9% | $126,539+36.4% | $142,382+21.2% |
| Participation rate | 94.1% | 75.8%+18.3pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 13.57% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $18,395 | $4,650+295.6% | $3,674+400.7% | $4,299+327.9% |
| Participant deferral / active EE | $5,753 | $4,767+20.7% | $4,083+40.9% | $6,507-11.6% |
| Admin fee / account holder | $50,192 | $6,918+625.5% | $6,065+727.6% | $12,624+297.6% |