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 | $153,479 | $102,317+50.0% | $146,958+4.4% | $80,856+89.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,573 | $3,713-3.8% | $4,933-27.6% | $2,755+29.7% |
| Participant deferral / active EE | $9,421 | $6,644+41.8% | $8,070+16.7% | $4,296+119.3% |
| Admin fee / account holder | $15,368 | $7,941+93.5% | $12,998+18.2% | $6,918+122.1% |