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 | $119,562 | $61,774+93.5% | $97,226+23.0% | $80,856+47.9% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.7%+17.8pp | 67.6%+22.8pp |
| Annual return | 15.67% | -557.90%+573.6pp | 75.13%-59.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,633 | $1,837+261.2% | $2,729+143.1% | $2,755+140.8% |
| Participant deferral / active EE | $18,737 | $3,029+518.6% | $4,264+339.5% | $4,296+336.2% |
| Admin fee / account holder | $11,310 | $5,166+118.9% | $5,654+100.1% | $6,918+63.5% |