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 | $156,238 | $102,317+52.7% | $146,958+6.3% | $80,856+93.2% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,487 | $3,713+20.8% | $4,933-9.0% | $2,755+62.9% |
| Participant deferral / active EE | $10,302 | $6,644+55.1% | $8,070+27.7% | $4,296+139.8% |
| Admin fee / account holder | $6,829 | $7,941-14.0% | $12,998-47.5% | $6,918-1.3% |