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 | $166,922 | $102,317+63.1% | $146,958+13.6% | $80,856+106.4% |
| Participation rate | 81.6% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 15.97% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $8,920 | $3,713+140.2% | $4,933+80.8% | $2,755+223.8% |
| Participant deferral / active EE | $9,862 | $6,644+48.4% | $8,070+22.2% | $4,296+129.6% |
| Admin fee / account holder | $34,994 | $7,941+340.7% | $12,998+169.2% | $6,918+405.8% |