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 | $181,254 | $91,190+98.8% | $178,490+1.5% | $79,858+127.0% |
| Participation rate | 90.4% | 69.2%+21.2pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 12.08% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $6,197 | $3,256+90.3% | $5,011+23.7% | $2,471+150.8% |
| Participant deferral / active EE | $4,691 | $3,236+45.0% | $5,202-9.8% | $3,740+25.4% |
| Admin fee / account holder | $1,900 | $6,751-71.9% | $13,984-86.4% | $5,306-64.2% |