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 | $176,036 | $89,355+97.0% | $141,162+24.7% | $72,985+141.2% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 69.52% | 111.85%-42.3pp | 71.39%-1.9pp | 81.00%-11.5pp |
| Employer contribution / active EE | $784 | $3,114-74.8% | $4,735-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $6,427 | $5,418+18.6% | $6,709-4.2% | $3,607+78.1% |
| Admin fee / account holder | $10,455 | $5,958+75.5% | $10,261+1.9% | $5,124+104.0% |