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 | $155,608 | $102,317+52.1% | $146,958+5.9% | $80,856+92.4% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 12.52% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,955 | $3,713+168.1% | $4,933+101.8% | $2,755+261.4% |
| Participant deferral / active EE | $7,255 | $6,644+9.2% | $8,070-10.1% | $4,296+68.9% |
| Admin fee / account holder | $31,663 | $7,941+298.7% | $12,998+143.6% | $6,918+357.7% |