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 | $157,866 | $102,317+54.3% | $146,958+7.4% | $80,856+95.2% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 15.03% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,763 | $3,713+28.3% | $4,933-3.4% | $2,755+72.9% |
| Participant deferral / active EE | $7,776 | $6,644+17.0% | $8,070-3.6% | $4,296+81.0% |
| Admin fee / account holder | $3,257 | $7,941-59.0% | $12,998-74.9% | $6,918-52.9% |