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 | $172,147 | $89,753+91.8% | $107,525+60.1% | $84,808+103.0% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 17.41% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $8,780 | $3,113+182.0% | $3,754+133.9% | $2,631+233.7% |
| Participant deferral / active EE | $5,252 | $4,056+29.5% | $5,116+2.7% | $4,212+24.7% |
| Admin fee / account holder | $2,306 | $7,222-68.1% | $8,919-74.1% | $7,344-68.6% |