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 | $157,728 | $81,208+94.2% | $98,907+59.5% | $79,858+97.5% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.8pp | 69.6%+13.2pp |
| Annual return | 11.81% | 60.99%-49.2pp | 196.43%-184.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,160 | $1,960-40.8% | $2,689-56.8% | $2,471-53.0% |
| Participant deferral / active EE | $4,832 | $3,265+48.0% | $4,244+13.9% | $3,740+29.2% |
| Admin fee / account holder | $30,292 | $6,013+403.8% | $6,642+356.1% | $5,306+470.9% |