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 | $165,257 | $78,422+110.7% | $95,952+72.2% | $79,858+106.9% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 28.99% | 19.37%+9.6pp | 91.61%-62.6pp | 31.71%-2.7pp |
| Employer contribution / active EE | $3,225 | $1,945+65.8% | $2,541+26.9% | $2,471+30.5% |
| Participant deferral / active EE | $5,020 | $3,440+45.9% | $4,167+20.5% | $3,740+34.2% |
| Admin fee / account holder | $14,421 | $5,622+156.5% | $6,795+112.2% | $5,306+171.8% |