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 | $172,154 | $52,380+228.7% | $98,755+74.3% | $85,850+100.5% |
| Participation rate | 89.5% | 58.0%+31.5pp | 65.7%+23.7pp | 69.3%+20.2pp |
| Annual return | 12.98% | 25.82%-12.8pp | 49.91%-36.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,842 | $1,337+411.6% | $2,067+230.9% | $2,565+166.7% |
| Participant deferral / active EE | $2,157 | $2,101+2.7% | $3,035-28.9% | $3,952-45.4% |
| Admin fee / account holder | $7,541 | $3,865+95.1% | $4,076+85.0% | $6,260+20.5% |