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 | $158,464 | $89,753+76.6% | $107,525+47.4% | $84,808+86.9% |
| Participation rate | 94.7% | 68.1%+26.6pp | 75.1%+19.6pp | 68.3%+26.4pp |
| Annual return | 22.95% | 29.48%-6.5pp | 181.32%-158.4pp | 40.90%-17.9pp |
| Employer contribution / active EE | $5,755 | $3,113+84.9% | $3,754+53.3% | $2,631+118.8% |
| Participant deferral / active EE | $5,959 | $4,056+46.9% | $5,116+16.5% | $4,212+41.5% |
| Admin fee / account holder | $676 | $7,222-90.6% | $8,919-92.4% | $7,344-90.8% |