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 | $166,237 | $105,998+56.8% | $92,233+80.2% | $147,584+12.6% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.91% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,399 | $4,333+1.5% | $3,679+19.6% | $4,876-9.8% |
| Participant deferral / active EE | $11,758 | $4,478+162.6% | $3,897+201.7% | $5,439+116.2% |
| Admin fee / account holder | $7,959 | $6,332+25.7% | $5,194+53.3% | $10,885-26.9% |