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 | $168,237 | $91,190+84.5% | $178,490-5.7% | $79,858+110.7% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 10.42% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $7,831 | $3,256+140.5% | $5,011+56.3% | $2,471+216.9% |
| Participant deferral / active EE | $7,264 | $3,236+124.5% | $5,202+39.6% | $3,740+94.2% |
| Admin fee / account holder | $6,542 | $6,751-3.1% | $13,984-53.2% | $5,306+23.3% |