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 | $151,153 | $102,317+47.7% | $146,958+2.9% | $80,856+86.9% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 15.67% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,483 | $3,713-6.2% | $4,933-29.4% | $2,755+26.4% |
| Participant deferral / active EE | $8,911 | $6,644+34.1% | $8,070+10.4% | $4,296+107.4% |
| Admin fee / account holder | $2,037 | $7,941-74.3% | $12,998-84.3% | $6,918-70.6% |