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 | $165,084 | $97,044+70.1% | $83,333+98.1% | $135,375+21.9% |
| Participation rate | 91.3% | 80.4%+10.9pp | 77.8%+13.5pp | 82.6%+8.7pp |
| Annual return | 64.44% | 12.31%+52.1pp | 10.63%+53.8pp | 519.73%-455.3pp |
| Employer contribution / active EE | $19,137 | $4,143+361.9% | $3,379+466.4% | $4,779+300.5% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,140 | $8,380-26.7% | $7,510-18.2% | $10,827-43.3% |