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 | $166,486 | $102,317+62.7% | $146,958+13.3% | $80,856+105.9% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 15.80% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,947 | $3,713-47.6% | $4,933-60.5% | $2,755-29.3% |
| Participant deferral / active EE | $12,047 | $6,644+81.3% | $8,070+49.3% | $4,296+180.4% |
| Admin fee / account holder | $35,269 | $7,941+344.1% | $12,998+171.3% | $6,918+409.8% |