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 | $159,447 | $88,672+79.8% | $105,223+51.5% | $82,448+93.4% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 18.53% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $12,640 | $3,048+314.7% | $3,689+242.7% | $2,551+395.5% |
| Participant deferral / active EE | $4,132 | $4,036+2.4% | $5,072-18.5% | $4,139-0.2% |
| Admin fee / account holder | $2,110 | $7,146-70.5% | $8,859-76.2% | $7,234-70.8% |