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 | $164,860 | $102,317+61.1% | $146,958+12.2% | $80,856+103.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 12.12% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,989 | $3,713-19.5% | $4,933-39.4% | $2,755+8.5% |
| Participant deferral / active EE | $5,493 | $6,644-17.3% | $8,070-31.9% | $4,296+27.9% |
| Admin fee / account holder | $16,610 | $7,941+109.2% | $12,998+27.8% | $6,918+140.1% |