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 | $167,867 | $102,317+64.1% | $146,958+14.2% | $80,856+107.6% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 14.08% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,178 | $3,713+66.4% | $4,933+25.2% | $2,755+124.3% |
| Participant deferral / active EE | $6,689 | $6,644+0.7% | $8,070-17.1% | $4,296+55.7% |
| Admin fee / account holder | $15,763 | $7,941+98.5% | $12,998+21.3% | $6,918+127.9% |