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 | $170,304 | $89,753+89.7% | $107,525+58.4% | $84,808+100.8% |
| Participation rate | 73.8% | 68.1%+5.7pp | 75.1%-1.3pp | 68.3%+5.5pp |
| Annual return | 16.69% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,071 | $3,113-1.4% | $3,754-18.2% | $2,631+16.7% |
| Participant deferral / active EE | $8,573 | $4,056+111.4% | $5,116+67.6% | $4,212+103.6% |
| Admin fee / account holder | $12,138 | $7,222+68.1% | $8,919+36.1% | $7,344+65.3% |