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 | $173,381 | $91,538+89.4% | $129,995+33.4% | $75,163+130.7% |
| Participation rate | 81.5% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 14.06% | -631.11%+645.2pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $5,608 | $2,845+97.1% | $4,320+29.8% | $2,670+110.0% |
| Participant deferral / active EE | $9,959 | $4,341+129.4% | $5,820+71.1% | $4,125+141.4% |
| Admin fee / account holder | $15,495 | $6,790+128.2% | $10,614+46.0% | $5,651+174.2% |