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 | $160,124 | $102,317+56.5% | $146,958+9.0% | $80,856+98.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $9,487 | $3,713+155.5% | $4,933+92.3% | $2,755+244.4% |
| Participant deferral / active EE | $9,431 | $6,644+42.0% | $8,070+16.9% | $4,296+119.6% |
| Admin fee / account holder | $8,365 | $7,941+5.3% | $12,998-35.6% | $6,918+20.9% |