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 | $164,810 | $99,985+64.8% | $146,665+12.4% | $85,850+92.0% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 11.38% | 18.93%-7.5pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $5,178 | $2,559+102.4% | $4,136+25.2% | $2,565+101.9% |
| Participant deferral / active EE | $7,455 | $4,006+86.1% | $5,506+35.4% | $3,952+88.7% |
| Admin fee / account holder | $60,963 | $7,702+691.5% | $10,280+493.1% | $6,260+873.9% |