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 | $158,720 | $96,635+64.2% | $86,612+83.3% | $139,434+13.8% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 12.28% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,511 | $3,263-23.0% | $3,022-16.9% | $4,751-47.1% |
| Participant deferral / active EE | $5,647 | $4,836+16.8% | $4,438+27.2% | $6,710-15.9% |
| Admin fee / account holder | $7,744 | $6,408+20.8% | $5,614+37.9% | $11,403-32.1% |