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 | $162,465 | $89,355+81.8% | $141,162+15.1% | $72,985+122.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 22.71% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,623 | $3,114-47.9% | $4,735-65.7% | $2,440-33.5% |
| Participant deferral / active EE | $7,774 | $5,418+43.5% | $6,709+15.9% | $3,607+115.5% |
| Admin fee / account holder | $29,001 | $5,958+386.8% | $10,261+182.6% | $5,124+466.0% |