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 | $181,106 | $100,041+81.0% | $149,718+21.0% | $70,131+158.2% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.1%+1.2pp | 69.5%+18.7pp |
| Annual return | 18.04% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $4,436 | $3,662+21.1% | $5,445-18.5% | $2,342+89.4% |
| Participant deferral / active EE | $10,456 | $4,983+109.8% | $6,569+59.2% | $3,332+213.8% |
| Admin fee / account holder | $4,881 | $8,286-41.1% | $11,283-56.7% | $4,645+5.1% |