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 | $163,255 | $95,416+71.1% | $185,823-12.1% | $85,850+90.2% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 13.48% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $6,860 | $3,314+107.0% | $5,167+32.8% | $2,565+167.4% |
| Participant deferral / active EE | $4,699 | $3,423+37.3% | $5,568-15.6% | $3,952+18.9% |
| Admin fee / account holder | $4,882 | $7,213-32.3% | $16,237-69.9% | $6,260-22.0% |