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 | $119,180 | $65,409+82.2% | $98,442+21.1% | $85,850+38.8% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.4pp |
| Annual return | 17.94% | 21.76%-3.8pp | 1492.73%-1474.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,185 | $2,168+93.1% | $2,960+41.4% | $2,565+63.1% |
| Participant deferral / active EE | $4,784 | $3,166+51.1% | $4,276+11.9% | $3,952+21.1% |
| Admin fee / account holder | $4,121 | $4,593-10.3% | $5,949-30.7% | $6,260-34.2% |