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 | $166,796 | $102,317+63.0% | $146,958+13.5% | $80,856+106.3% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,516 | $3,713-59.2% | $4,933-69.3% | $2,755-45.0% |
| Participant deferral / active EE | $9,514 | $6,644+43.2% | $8,070+17.9% | $4,296+121.5% |
| Admin fee / account holder | $8,210 | $7,941+3.4% | $12,998-36.8% | $6,918+18.7% |