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 | $176,921 | $83,902+110.9% | $167,512+5.6% | $84,808+108.6% |
| Participation rate | 81.0% | 66.5%+14.6pp | 77.1%+4.0pp | 68.3%+12.7pp |
| Annual return | 18.19% | 91.55%-73.4pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,252 | $2,264+87.8% | $3,882+9.5% | $2,631+61.6% |
| Participant deferral / active EE | $8,167 | $4,442+83.8% | $6,405+27.5% | $4,212+93.9% |
| Admin fee / account holder | $5,571 | $7,915-29.6% | $9,769-43.0% | $7,344-24.1% |