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 | $169,586 | $102,317+65.7% | $146,958+15.4% | $80,856+109.7% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 15.27% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,539 | $3,713+76.1% | $4,933+32.6% | $2,755+137.4% |
| Participant deferral / active EE | $9,742 | $6,644+46.6% | $8,070+20.7% | $4,296+126.8% |
| Admin fee / account holder | $1,563 | $7,941-80.3% | $12,998-88.0% | $6,918-77.4% |