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 | $162,461 | $102,317+58.8% | $146,958+10.5% | $80,856+100.9% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.2%+13.4pp | 67.6%+28.0pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,018 | $3,713+8.2% | $4,933-18.6% | $2,755+45.8% |
| Participant deferral / active EE | $9,178 | $6,644+38.1% | $8,070+13.7% | $4,296+113.6% |
| Admin fee / account holder | $11,640 | $7,941+46.6% | $12,998-10.4% | $6,918+68.3% |