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 | $171,721 | $94,625+81.5% | $116,228+47.7% | $84,808+102.5% |
| Participation rate | 82.9% | 70.4%+12.4pp | 74.6%+8.3pp | 68.3%+14.6pp |
| Annual return | 20.75% | 20.40%+0.3pp | 90.06%-69.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $7,747 | $2,347+230.2% | $2,994+158.7% | $2,631+194.5% |
| Participant deferral / active EE | $4,537 | $3,972+14.2% | $4,953-8.4% | $4,212+7.7% |
| Admin fee / account holder | $3,991 | $10,091-60.4% | $11,989-66.7% | $7,344-45.7% |