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 | $169,861 | $89,753+89.3% | $107,525+58.0% | $84,808+100.3% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 14.97% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,801 | $3,113-42.2% | $3,754-52.0% | $2,631-31.5% |
| Participant deferral / active EE | $12,718 | $4,056+213.5% | $5,116+148.6% | $4,212+202.0% |
| Admin fee / account holder | $2,370 | $7,222-67.2% | $8,919-73.4% | $7,344-67.7% |