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 | $171,318 | $100,901+69.8% | $75,670+126.4% | $147,584+16.1% |
| Participation rate | 82.4% | 77.1%+5.2pp | 72.3%+10.0pp | 82.8%-0.5pp |
| Annual return | 9.23% | 35.78%-26.5pp | 27.34%-18.1pp | 578.55%-569.3pp |
| Employer contribution / active EE | $13,919 | $3,253+327.8% | $2,352+491.8% | $4,876+185.4% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,015 | $11,285+86.2% | $5,800+262.4% | $10,885+93.1% |