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 | $163,022 | $83,902+94.3% | $167,512-2.7% | $84,808+92.2% |
| Participation rate | 91.1% | 66.5%+24.6pp | 77.1%+14.1pp | 68.3%+22.8pp |
| Annual return | 15.27% | 91.55%-76.3pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,128 | $2,264+38.2% | $3,882-19.4% | $2,631+18.9% |
| Participant deferral / active EE | $8,698 | $4,442+95.8% | $6,405+35.8% | $4,212+106.5% |
| Admin fee / account holder | $11,253 | $7,915+42.2% | $9,769+15.2% | $7,344+53.2% |