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 | $172,626 | $89,753+92.3% | $107,525+60.5% | $84,808+103.6% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 13.72% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $8,546 | $3,113+174.5% | $3,754+127.7% | $2,631+224.8% |
| Participant deferral / active EE | $8,627 | $4,056+112.7% | $5,116+68.6% | $4,212+104.8% |
| Admin fee / account holder | $1,716 | $7,222-76.2% | $8,919-80.8% | $7,344-76.6% |