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 | $171,010 | $112,096+52.6% | $95,952+78.2% | $158,922+7.6% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 14.01% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,786 | $3,198+18.4% | $2,541+49.0% | $4,761-20.5% |
| Participant deferral / active EE | $7,128 | $4,784+49.0% | $4,167+71.1% | $5,982+19.2% |
| Admin fee / account holder | $17,243 | $10,130+70.2% | $6,795+153.8% | $11,246+53.3% |