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 | $164,355 | $89,753+83.1% | $107,525+52.9% | $84,808+93.8% |
| Participation rate | 75.8% | 68.1%+7.7pp | 75.1%+0.7pp | 68.3%+7.5pp |
| Annual return | 15.77% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,931 | $3,113-5.9% | $3,754-21.9% | $2,631+11.4% |
| Participant deferral / active EE | $7,994 | $4,056+97.1% | $5,116+56.3% | $4,212+89.8% |
| Admin fee / account holder | $13,576 | $7,222+88.0% | $8,919+52.2% | $7,344+84.9% |