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 | $175,153 | $81,625+114.6% | $167,512+4.6% | $74,304+135.7% |
| Participation rate | 70.4% | 60.0%+10.4pp | 77.1%-6.7pp | 60.3%+10.1pp |
| Annual return | 18.34% | 26.09%-7.8pp | 1615.79%-1597.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,268 | $2,010+12.8% | $3,882-41.6% | $2,241+1.2% |
| Participant deferral / active EE | $8,265 | $4,115+100.9% | $6,405+29.1% | $3,767+119.4% |
| Admin fee / account holder | $7,084 | $3,474+103.9% | $9,769-27.5% | $2,969+138.6% |