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 | $149,930 | $102,317+46.5% | $146,958+2.0% | $80,856+85.4% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 13.68% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,209 | $3,713+13.4% | $4,933-14.7% | $2,755+52.8% |
| Participant deferral / active EE | $8,823 | $6,644+32.8% | $8,070+9.3% | $4,296+105.4% |
| Admin fee / account holder | $8,796 | $7,941+10.8% | $12,998-32.3% | $6,918+27.1% |