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 | $172,586 | $98,750+74.8% | $149,696+15.3% | $79,858+116.1% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 14.02% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,330 | $3,216+3.5% | $4,644-28.3% | $2,471+34.8% |
| Participant deferral / active EE | $6,320 | $5,680+11.3% | $6,842-7.6% | $3,740+69.0% |
| Admin fee / account holder | $3,002 | $6,053-50.4% | $9,309-67.7% | $5,306-43.4% |