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 | $172,376 | $89,355+92.9% | $141,162+22.1% | $72,985+136.2% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 25.05% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,920 | $3,114+58.0% | $4,735+3.9% | $2,440+101.7% |
| Participant deferral / active EE | $10,563 | $5,418+95.0% | $6,709+57.4% | $3,607+192.8% |
| Admin fee / account holder | $1,448 | $5,958-75.7% | $10,261-85.9% | $5,124-71.7% |