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 | $150,907 | $102,317+47.5% | $146,958+2.7% | $80,856+86.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 14.18% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,405 | $3,713+99.4% | $4,933+50.1% | $2,755+168.8% |
| Participant deferral / active EE | $8,451 | $6,644+27.2% | $8,070+4.7% | $4,296+96.7% |
| Admin fee / account holder | $7,162 | $7,941-9.8% | $12,998-44.9% | $6,918+3.5% |