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 | $174,853 | $80,812+116.4% | $160,784+8.8% | $82,448+112.1% |
| Participation rate | 79.7% | 66.2%+13.5pp | 77.0%+2.8pp | 68.1%+11.6pp |
| Annual return | 15.82% | 100.59%-84.8pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,371 | $2,174+9.1% | $3,733-36.5% | $2,551-7.1% |
| Participant deferral / active EE | $5,065 | $4,335+16.8% | $6,293-19.5% | $4,139+22.4% |
| Admin fee / account holder | $8,361 | $7,695+8.7% | $9,717-14.0% | $7,234+15.6% |