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 | $143,926 | $63,346+127.2% | $92,233+56.0% | $70,131+105.2% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 16.96% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,903 | $2,471+138.9% | $3,679+60.4% | $2,342+152.0% |
| Participant deferral / active EE | $9,397 | $2,854+229.3% | $3,897+141.1% | $3,332+182.0% |
| Admin fee / account holder | $10,767 | $3,840+180.4% | $5,194+107.3% | $4,645+131.8% |