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 | $169,208 | $102,317+65.4% | $146,958+15.1% | $80,856+109.3% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 22.19% | 134.76%-112.6pp | 418.34%-396.2pp | 35.59%-13.4pp |
| Employer contribution / active EE | $7,603 | $3,713+104.8% | $4,933+54.1% | $2,755+176.0% |
| Participant deferral / active EE | $12,611 | $6,644+89.8% | $8,070+56.3% | $4,296+193.6% |
| Admin fee / account holder | $13,870 | $7,941+74.7% | $12,998+6.7% | $6,918+100.5% |