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 | $202,239 | $63,703+217.5% | $93,063+117.3% | $82,448+145.3% |
| Participation rate | 97.4% | 63.8%+33.5pp | 72.1%+25.3pp | 68.1%+29.3pp |
| Annual return | 17.08% | -775.43%+792.5pp | 34.15%-17.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $5,093 | $1,729+194.6% | $2,476+105.7% | $2,551+99.6% |
| Participant deferral / active EE | $7,143 | $2,919+144.7% | $3,958+80.5% | $4,139+72.6% |
| Admin fee / account holder | $28,586 | $5,982+377.9% | $6,033+373.8% | $7,234+295.1% |