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 | $171,249 | $102,382+67.3% | $147,005+16.5% | $80,874+111.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 13.72% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $4,242 | $3,715+14.2% | $4,934-14.0% | $2,756+54.0% |
| Participant deferral / active EE | $8,196 | $6,646+23.3% | $8,070+1.6% | $4,297+90.7% |
| Admin fee / account holder | $2,455 | $7,942-69.1% | $13,006-81.1% | $6,935-64.6% |