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 | $179,915 | $102,317+75.8% | $146,958+22.4% | $80,856+122.5% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 16.29% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,428 | $3,713+19.3% | $4,933-10.2% | $2,755+60.8% |
| Participant deferral / active EE | $13,481 | $6,644+102.9% | $8,070+67.1% | $4,296+213.8% |
| Admin fee / account holder | $20,613 | $7,941+159.6% | $12,998+58.6% | $6,918+198.0% |