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 | $160,303 | $80,812+98.4% | $160,784-0.3% | $82,448+94.4% |
| Participation rate | 98.0% | 66.2%+31.8pp | 77.0%+21.1pp | 68.1%+30.0pp |
| Annual return | 15.40% | 100.59%-85.2pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,776 | $2,174+27.7% | $3,733-25.6% | $2,551+8.8% |
| Participant deferral / active EE | $8,449 | $4,335+94.9% | $6,293+34.3% | $4,139+104.1% |
| Admin fee / account holder | $4,582 | $7,695-40.5% | $9,717-52.8% | $7,234-36.7% |