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 | $168,641 | $102,317+64.8% | $146,958+14.8% | $80,856+108.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 21.21% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,256 | $3,713-39.2% | $4,933-54.3% | $2,755-18.1% |
| Participant deferral / active EE | $10,365 | $6,644+56.0% | $8,070+28.4% | $4,296+141.3% |
| Admin fee / account holder | $10,930 | $7,941+37.6% | $12,998-15.9% | $6,918+58.0% |