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 | $167,630 | $62,573+167.9% | $85,682+95.6% | $85,850+95.3% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.9%+17.3pp | 69.3%+17.8pp |
| Annual return | 13.01% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,887 | $1,757+64.3% | $2,618+10.3% | $2,565+12.6% |
| Participant deferral / active EE | $4,599 | $2,802+64.1% | $3,923+17.2% | $3,952+16.4% |
| Admin fee / account holder | $12,434 | $4,640+168.0% | $6,873+80.9% | $6,260+98.6% |