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 | $150,016 | $65,561+128.8% | $86,188+74.1% | $75,163+99.6% |
| Participation rate | 87.2% | 60.5%+26.7pp | 69.0%+18.2pp | 67.2%+20.0pp |
| Annual return | 17.53% | 46.05%-28.5pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,351 | $1,553+51.5% | $2,380-1.2% | $2,670-11.9% |
| Participant deferral / active EE | $4,522 | $3,024+49.6% | $3,985+13.5% | $4,125+9.6% |
| Admin fee / account holder | $34,282 | $5,474+526.3% | $6,852+400.3% | $5,651+506.7% |