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 | $157,617 | $102,317+54.0% | $146,958+7.3% | $80,856+94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.24% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,060 | $3,713+36.3% | $4,933+2.6% | $2,755+83.7% |
| Participant deferral / active EE | $8,266 | $6,644+24.4% | $8,070+2.4% | $4,296+92.4% |
| Admin fee / account holder | $10,891 | $7,941+37.1% | $12,998-16.2% | $6,918+57.4% |