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 | $153,932 | $77,314+99.1% | $177,989-13.5% | $80,856+90.4% |
| Participation rate | 87.1% | 65.7%+21.4pp | 77.1%+10.0pp | 67.6%+19.5pp |
| Annual return | 12.14% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $6,727 | $2,292+193.5% | $3,949+70.4% | $2,755+144.2% |
| Participant deferral / active EE | $7,392 | $4,411+67.6% | $6,276+17.8% | $4,296+72.1% |
| Admin fee / account holder | $33,718 | $7,191+368.9% | $10,363+225.4% | $6,918+387.4% |