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 | $159,162 | $65,561+142.8% | $86,188+84.7% | $75,163+111.8% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | 21.04% | 46.05%-25.0pp | 1168.45%-1147.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $3,408 | $1,553+119.5% | $2,380+43.2% | $2,670+27.6% |
| Participant deferral / active EE | $6,575 | $3,024+117.4% | $3,985+65.0% | $4,125+59.4% |
| Admin fee / account holder | $4,127 | $5,474-24.6% | $6,852-39.8% | $5,651-27.0% |