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 | $174,794 | $93,571+86.8% | $135,903+28.6% | $75,163+132.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 21.03% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $9,112 | $3,537+157.6% | $4,856+87.6% | $2,670+241.3% |
| Participant deferral / active EE | $9,553 | $6,404+49.2% | $7,758+23.1% | $4,125+131.6% |
| Admin fee / account holder | $22,957 | $6,975+229.1% | $10,762+113.3% | $5,651+306.2% |