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 | $142,726 | $102,317+39.5% | $146,958-2.9% | $80,856+76.5% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 15.69% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,924 | $3,713-21.2% | $4,933-40.7% | $2,755+6.2% |
| Participant deferral / active EE | $8,371 | $6,644+26.0% | $8,070+3.7% | $4,296+94.9% |
| Admin fee / account holder | $5,695 | $7,941-28.3% | $12,998-56.2% | $6,918-17.7% |