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 | $142,758 | $102,317+39.5% | $146,958-2.9% | $80,856+76.6% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 12.60% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,287 | $3,713+96.3% | $4,933+47.7% | $2,755+164.5% |
| Participant deferral / active EE | $10,245 | $6,644+54.2% | $8,070+27.0% | $4,296+138.5% |
| Admin fee / account holder | $4,748 | $7,941-40.2% | $12,998-63.5% | $6,918-31.4% |