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 | $157,987 | $102,382+54.3% | $147,005+7.5% | $80,874+95.3% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 13.39% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,885 | $3,715+4.6% | $4,934-21.3% | $2,756+41.0% |
| Participant deferral / active EE | $8,262 | $6,646+24.3% | $8,070+2.4% | $4,297+92.3% |
| Admin fee / account holder | $28,321 | $7,942+256.6% | $13,006+117.8% | $6,935+308.4% |