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 | $156,352 | $77,634+101.4% | $156,549-0.1% | $62,891+148.6% |
| Participation rate | 95.7% | 71.2%+24.5pp | 84.0%+11.6pp | 69.3%+26.3pp |
| Annual return | 9.01% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $6,329 | $3,444+83.8% | $5,501+15.1% | $2,281+177.5% |
| Participant deferral / active EE | $4,829 | $3,045+58.6% | $4,871-0.9% | $3,203+50.8% |
| Admin fee / account holder | $9,786 | $5,561+76.0% | $13,027-24.9% | $4,296+127.8% |