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 | $174,452 | $102,317+70.5% | $146,958+18.7% | $80,856+115.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 13.59% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,160 | $3,713+12.0% | $4,933-15.7% | $2,755+51.0% |
| Participant deferral / active EE | $5,780 | $6,644-13.0% | $8,070-28.4% | $4,296+34.5% |
| Admin fee / account holder | $148,224 | $7,941+1766.5% | $12,998+1040.4% | $6,918+2042.6% |