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 | $177,205 | $102,317+73.2% | $146,958+20.6% | $80,856+119.2% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 19.66% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,363 | $3,713-36.4% | $4,933-52.1% | $2,755-14.2% |
| Participant deferral / active EE | $8,631 | $6,644+29.9% | $8,070+7.0% | $4,296+100.9% |
| Admin fee / account holder | $13,152 | $7,941+65.6% | $12,998+1.2% | $6,918+90.1% |