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 | $153,160 | $102,317+49.7% | $146,958+4.2% | $80,856+89.4% |
| Participation rate | 70.3% | 75.8%-5.6pp | 82.2%-11.9pp | 67.6%+2.6pp |
| Annual return | 12.49% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,838 | $3,713-23.6% | $4,933-42.5% | $2,755+3.0% |
| Participant deferral / active EE | $7,362 | $6,644+10.8% | $8,070-8.8% | $4,296+71.4% |
| Admin fee / account holder | $1,450 | $7,941-81.7% | $12,998-88.8% | $6,918-79.0% |