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 | $174,562 | $137,414+27.0% | $189,513-7.9% | $85,850+103.3% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 15.27% | 38.14%-22.9pp | 555.15%-539.9pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,649 | $4,344-16.0% | $6,162-40.8% | $2,565+42.3% |
| Participant deferral / active EE | $10,232 | $6,260+63.5% | $8,221+24.5% | $3,952+158.9% |
| Admin fee / account holder | $614 | $8,630-92.9% | $12,045-94.9% | $6,260-90.2% |