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 | $162,347 | $79,171+105.1% | $102,423+58.5% | $74,495+117.9% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 15.66% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $4,762 | $2,362+101.6% | $3,023+57.5% | $2,623+81.5% |
| Participant deferral / active EE | $5,853 | $4,415+32.6% | $5,053+15.8% | $4,346+34.7% |
| Admin fee / account holder | $2,877 | $2,001+43.8% | $9,451-69.6% | $1,942+48.2% |