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 | $175,334 | $93,571+87.4% | $135,903+29.0% | $75,163+133.3% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 16.22% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,848 | $3,537+8.8% | $4,856-20.8% | $2,670+44.1% |
| Participant deferral / active EE | $7,335 | $6,404+14.5% | $7,758-5.5% | $4,125+77.8% |
| Admin fee / account holder | $45,999 | $6,975+559.4% | $10,762+327.4% | $5,651+714.0% |