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 | $164,681 | $102,317+61.0% | $146,958+12.1% | $80,856+103.7% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 12.73% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,390 | $3,713-62.6% | $4,933-71.8% | $2,755-49.5% |
| Participant deferral / active EE | $12,215 | $6,644+83.9% | $8,070+51.4% | $4,296+184.3% |
| Admin fee / account holder | $25,216 | $7,941+217.5% | $12,998+94.0% | $6,918+264.5% |