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 | $161,963 | $102,317+58.3% | $146,958+10.2% | $80,856+100.3% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 35.41% | 134.76%-99.4pp | 418.34%-382.9pp | 35.59%-0.2pp |
| Employer contribution / active EE | $10,098 | $3,713+172.0% | $4,933+104.7% | $2,755+266.6% |
| Participant deferral / active EE | $10,205 | $6,644+53.6% | $8,070+26.5% | $4,296+137.6% |
| Admin fee / account holder | $9,543 | $7,941+20.2% | $12,998-26.6% | $6,918+37.9% |