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 | $157,043 | $77,314+103.1% | $177,989-11.8% | $80,856+94.2% |
| Participation rate | 82.1% | 65.7%+16.4pp | 77.1%+5.1pp | 67.6%+14.5pp |
| Annual return | 13.84% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,151 | $2,292+81.1% | $3,949+5.1% | $2,755+50.7% |
| Participant deferral / active EE | $11,001 | $4,411+149.4% | $6,276+75.3% | $4,296+156.1% |
| Admin fee / account holder | $18,873 | $7,191+162.4% | $10,363+82.1% | $6,918+172.8% |