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 | $167,356 | $107,334+55.9% | $92,893+80.2% | $152,861+9.5% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 22.08% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $17,647 | $4,221+318.1% | $3,653+383.1% | $4,762+270.6% |
| Participant deferral / active EE | $4,174 | $4,845-13.8% | $4,236-1.5% | $5,850-28.7% |
| Admin fee / account holder | $36,089 | $7,079+409.8% | $5,794+522.9% | $11,596+211.2% |