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 | $179,083 | $102,317+75.0% | $146,958+21.9% | $80,856+121.5% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 12.25% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,216 | $3,713-13.4% | $4,933-34.8% | $2,755+16.7% |
| Participant deferral / active EE | $10,738 | $6,644+61.6% | $8,070+33.1% | $4,296+150.0% |
| Admin fee / account holder | $1,836 | $7,941-76.9% | $12,998-85.9% | $6,918-73.5% |