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 | $167,012 | $81,460+105.0% | $103,333+61.6% | $80,856+106.6% |
| Participation rate | 76.3% | 66.8%+9.4pp | 74.5%+1.8pp | 67.6%+8.6pp |
| Annual return | 11.73% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,956 | $3,105+124.0% | $3,868+79.9% | $2,755+152.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,360 | $6,566-79.3% | $8,355-83.7% | $6,918-80.3% |