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 | $157,104 | $102,317+53.5% | $146,958+6.9% | $80,856+94.3% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,688 | $3,713+53.2% | $4,933+15.3% | $2,755+106.5% |
| Participant deferral / active EE | $9,669 | $6,644+45.5% | $8,070+19.8% | $4,296+125.1% |
| Admin fee / account holder | $44,980 | $7,941+466.4% | $12,998+246.0% | $6,918+550.2% |