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 | $166,022 | $96,128+72.7% | $136,007+22.1% | $80,856+105.3% |
| Participation rate | 95.7% | 71.2%+24.5pp | 76.5%+19.3pp | 67.6%+28.1pp |
| Annual return | 13.29% | 28.71%-15.4pp | 579.32%-566.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,421 | $3,351+61.8% | $4,217+28.6% | $2,755+96.8% |
| Participant deferral / active EE | $3,951 | $5,709-30.8% | $7,025-43.8% | $4,296-8.0% |
| Admin fee / account holder | $4,543 | $8,236-44.8% | $6,858-33.8% | $6,918-34.3% |