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 | $169,915 | $78,422+116.7% | $95,952+77.1% | $79,858+112.8% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 18.68% | 19.37%-0.7pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,434 | $1,945+25.1% | $2,541-4.2% | $2,471-1.5% |
| Participant deferral / active EE | $5,617 | $3,440+63.3% | $4,167+34.8% | $3,740+50.2% |
| Admin fee / account holder | $33,236 | $5,622+491.2% | $6,795+389.1% | $5,306+526.3% |