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 | $172,904 | $78,422+120.5% | $95,952+80.2% | $79,858+116.5% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 16.99% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,254 | $1,945-35.5% | $2,541-50.6% | $2,471-49.2% |
| Participant deferral / active EE | $5,377 | $3,440+56.3% | $4,167+29.0% | $3,740+43.8% |
| Admin fee / account holder | $21,016 | $5,622+273.8% | $6,795+209.3% | $5,306+296.1% |