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 | $165,804 | $91,552+81.1% | $133,956+23.8% | $79,858+107.6% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 19.54% | 61.85%-42.3pp | 45.09%-25.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $6,135 | $2,384+157.4% | $3,919+56.5% | $2,471+148.3% |
| Participant deferral / active EE | $13,802 | $3,733+269.7% | $5,048+173.4% | $3,740+269.0% |
| Admin fee / account holder | $649 | $6,321-89.7% | $8,927-92.7% | $5,306-87.8% |