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 | $160,829 | $98,750+62.9% | $149,696+7.4% | $79,858+101.4% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 23.65% | 27.43%-3.8pp | 276.60%-253.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $7,904 | $3,216+145.7% | $4,644+70.2% | $2,471+219.9% |
| Participant deferral / active EE | $12,282 | $5,680+116.2% | $6,842+79.5% | $3,740+228.4% |
| Admin fee / account holder | $5,324 | $6,053-12.0% | $9,309-42.8% | $5,306+0.3% |