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 | $159,395 | $102,317+55.8% | $146,958+8.5% | $80,856+97.1% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.0pp | 67.6%+22.6pp |
| Annual return | 14.10% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,732 | $3,713-53.3% | $4,933-64.9% | $2,755-37.1% |
| Participant deferral / active EE | $16,107 | $6,644+142.4% | $8,070+99.6% | $4,296+274.9% |
| Admin fee / account holder | $6,502 | $7,941-18.1% | $12,998-50.0% | $6,918-6.0% |