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 | $160,163 | $78,705+103.5% | $117,854+35.9% | $70,131+128.4% |
| Participation rate | 79.5% | 73.2%+6.3pp | 79.7%-0.2pp | 69.5%+9.9pp |
| Annual return | 20.37% | 23.30%-2.9pp | 335.08%-314.7pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,239 | $2,223-44.3% | $3,786-67.3% | $2,342-47.1% |
| Participant deferral / active EE | $7,242 | $3,297+119.6% | $4,482+61.6% | $3,332+117.4% |
| Admin fee / account holder | $913 | $5,065-82.0% | $8,020-88.6% | $4,645-80.3% |