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 | $156,399 | $102,317+52.9% | $146,958+6.4% | $80,856+93.4% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 18.70% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,948 | $3,713-20.6% | $4,933-40.2% | $2,755+7.0% |
| Participant deferral / active EE | $10,632 | $6,644+60.0% | $8,070+31.8% | $4,296+147.5% |
| Admin fee / account holder | $36,135 | $7,941+355.0% | $12,998+178.0% | $6,918+422.3% |