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 | $157,885 | $102,317+54.3% | $146,958+7.4% | $80,856+95.3% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,150 | $3,713-15.2% | $4,933-36.1% | $2,755+14.3% |
| Participant deferral / active EE | $7,366 | $6,644+10.9% | $8,070-8.7% | $4,296+71.5% |
| Admin fee / account holder | $9,838 | $7,941+23.9% | $12,998-24.3% | $6,918+42.2% |