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 | $150,524 | $64,324+134.0% | $118,925+26.6% | $79,858+88.5% |
| Participation rate | 96.6% | 64.9%+31.8pp | 75.4%+21.2pp | 69.6%+27.0pp |
| Annual return | 14.52% | 86.45%-71.9pp | 35.88%-21.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,076 | $1,836+13.0% | $3,263-36.4% | $2,471-16.0% |
| Participant deferral / active EE | $4,459 | $2,824+57.9% | $4,265+4.6% | $3,740+19.2% |
| Admin fee / account holder | $4,000 | $4,040-1.0% | $6,581-39.2% | $5,306-24.6% |