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 | $154,042 | $102,966+49.6% | $90,281+70.6% | $152,861+0.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 21.78% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,911 | $3,139+88.3% | $2,854+107.1% | $4,762+24.1% |
| Participant deferral / active EE | $6,129 | $4,281+43.1% | $3,885+57.7% | $5,850+4.8% |
| Admin fee / account holder | $1,066 | $6,171-82.7% | $5,351-80.1% | $11,596-90.8% |