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 | $168,857 | $102,317+65.0% | $146,958+14.9% | $80,856+108.8% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 15.95% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,719 | $3,713-26.8% | $4,933-44.9% | $2,755-1.3% |
| Participant deferral / active EE | $9,477 | $6,644+42.6% | $8,070+17.4% | $4,296+120.6% |
| Admin fee / account holder | $1,468 | $7,941-81.5% | $12,998-88.7% | $6,918-78.8% |