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 | $172,307 | $88,672+94.3% | $105,223+63.8% | $82,448+109.0% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | 18.33% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,054 | $3,048+33.0% | $3,689+9.9% | $2,551+58.9% |
| Participant deferral / active EE | $13,304 | $4,036+229.6% | $5,072+162.3% | $4,139+221.4% |
| Admin fee / account holder | $11,504 | $7,146+61.0% | $8,859+29.9% | $7,234+59.0% |