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 | $158,931 | $102,317+55.3% | $146,958+8.1% | $80,856+96.6% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,373 | $3,713+44.7% | $4,933+8.9% | $2,755+95.0% |
| Participant deferral / active EE | $10,754 | $6,644+61.9% | $8,070+33.3% | $4,296+150.3% |
| Admin fee / account holder | $4,957 | $7,941-37.6% | $12,998-61.9% | $6,918-28.3% |