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 | $174,876 | $102,317+70.9% | $146,958+19.0% | $80,856+116.3% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,677 | $3,713+26.0% | $4,933-5.2% | $2,755+69.8% |
| Participant deferral / active EE | $6,489 | $6,644-2.3% | $8,070-19.6% | $4,296+51.0% |
| Admin fee / account holder | $8,208 | $7,941+3.4% | $12,998-36.9% | $6,918+18.7% |