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 | $172,962 | $105,181+64.4% | $159,436+8.5% | $85,850+101.5% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 13.70% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,579 | $5,945+27.5% | $7,352+3.1% | $3,952+91.8% |
| Admin fee / account holder | $24,242 | $6,933+249.6% | $10,799+124.5% | $6,260+287.3% |