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 | $166,727 | $102,317+63.0% | $146,958+13.5% | $80,856+106.2% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 13.63% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,482 | $3,713+20.7% | $4,933-9.1% | $2,755+62.7% |
| Participant deferral / active EE | $9,645 | $6,644+45.2% | $8,070+19.5% | $4,296+124.5% |
| Admin fee / account holder | $2,956 | $7,941-62.8% | $12,998-77.3% | $6,918-57.3% |