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 | $167,313 | $68,346+144.8% | $94,646+76.8% | $75,163+122.6% |
| Participation rate | 81.6% | 76.1%+5.5pp | 80.8%+0.8pp | 67.2%+14.4pp |
| Annual return | 15.99% | 616.93%-600.9pp | 156.71%-140.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,107 | $2,701-59.0% | $3,672-69.9% | $2,670-58.5% |
| Participant deferral / active EE | $9,847 | $6,537+50.6% | $7,418+32.7% | $4,125+138.7% |
| Admin fee / account holder | $7,600 | $5,326+42.7% | $7,231+5.1% | $5,651+34.5% |