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 | $146,708 | $64,324+128.1% | $118,925+23.4% | $79,858+83.7% |
| Participation rate | 92.6% | 64.9%+27.7pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 12.36% | 86.45%-74.1pp | 35.88%-23.5pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,661 | $1,836+99.4% | $3,263+12.2% | $2,471+48.2% |
| Participant deferral / active EE | $6,731 | $2,824+138.4% | $4,265+57.8% | $3,740+80.0% |
| Admin fee / account holder | $1,188 | $4,040-70.6% | $6,581-82.0% | $5,306-77.6% |