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 | $184,946 | $102,317+80.8% | $146,958+25.8% | $80,856+128.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 16.74% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,756 | $3,713-25.8% | $4,933-44.1% | $2,755+0.1% |
| Participant deferral / active EE | $8,138 | $6,644+22.5% | $8,070+0.8% | $4,296+89.5% |
| Admin fee / account holder | $313 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |