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 | $158,787 | $81,208+95.5% | $98,907+60.5% | $79,858+98.8% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 19.19% | 60.99%-41.8pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,676 | $1,960+36.6% | $2,689-0.5% | $2,471+8.3% |
| Participant deferral / active EE | $4,278 | $3,265+31.0% | $4,244+0.8% | $3,740+14.4% |
| Admin fee / account holder | $528 | $6,013-91.2% | $6,642-92.1% | $5,306-90.1% |