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 | $166,540 | $93,571+78.0% | $135,903+22.5% | $75,163+121.6% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 17.06% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $7,089 | $3,537+100.5% | $4,856+46.0% | $2,670+165.5% |
| Participant deferral / active EE | $5,015 | $6,404-21.7% | $7,758-35.4% | $4,125+21.6% |
| Admin fee / account holder | $35,193 | $6,975+404.5% | $10,762+227.0% | $5,651+522.8% |