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 | $161,079 | $102,317+57.4% | $146,958+9.6% | $80,856+99.2% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $15,655 | $3,713+321.6% | $4,933+217.4% | $2,755+468.3% |
| Participant deferral / active EE | $7,558 | $6,644+13.8% | $8,070-6.3% | $4,296+75.9% |
| Admin fee / account holder | $8,405 | $7,941+5.8% | $12,998-35.3% | $6,918+21.5% |