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 | $153,981 | $102,382+50.4% | $147,005+4.7% | $80,874+90.4% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 20.20% | 134.89%-114.7pp | 418.76%-398.6pp | 35.62%-15.4pp |
| Employer contribution / active EE | $15,943 | $3,715+329.2% | $4,934+223.1% | $2,756+478.6% |
| Participant deferral / active EE | $16,674 | $6,646+150.9% | $8,070+106.6% | $4,297+288.1% |
| Admin fee / account holder | $4,804 | $7,942-39.5% | $13,006-63.1% | $6,935-30.7% |