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 | $160,761 | $64,839+147.9% | $95,585+68.2% | $84,808+89.6% |
| Participation rate | 82.0% | 63.8%+18.2pp | 72.1%+9.9pp | 68.3%+13.7pp |
| Annual return | 16.82% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,158 | $1,759+79.6% | $2,527+25.0% | $2,631+20.0% |
| Participant deferral / active EE | $6,883 | $2,965+132.2% | $4,023+71.1% | $4,212+63.4% |
| Admin fee / account holder | $749 | $5,964-87.4% | $6,127-87.8% | $7,344-89.8% |