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 | $153,818 | $102,317+50.3% | $146,958+4.7% | $80,856+90.2% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 13.03% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,012 | $3,713+8.0% | $4,933-18.7% | $2,755+45.6% |
| Participant deferral / active EE | $9,993 | $6,644+50.4% | $8,070+23.8% | $4,296+132.6% |
| Admin fee / account holder | $2,143 | $7,941-73.0% | $12,998-83.5% | $6,918-69.0% |