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 | $160,190 | $81,208+97.3% | $98,907+62.0% | $79,858+100.6% |
| Participation rate | 88.2% | 72.5%+15.7pp | 76.0%+12.2pp | 69.6%+18.6pp |
| Annual return | 14.39% | 60.99%-46.6pp | 196.43%-182.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,450 | $1,960+25.0% | $2,689-8.9% | $2,471-0.8% |
| Participant deferral / active EE | $7,928 | $3,265+142.8% | $4,244+86.8% | $3,740+112.0% |
| Admin fee / account holder | $830 | $6,013-86.2% | $6,642-87.5% | $5,306-84.4% |