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 | $165,852 | $78,422+111.5% | $95,952+72.8% | $79,858+107.7% |
| Participation rate | 81.1% | 73.5%+7.6pp | 77.1%+4.1pp | 69.6%+11.5pp |
| Annual return | 22.96% | 19.37%+3.6pp | 91.61%-68.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,025 | $1,945+55.5% | $2,541+19.0% | $2,471+22.4% |
| Participant deferral / active EE | $7,286 | $3,440+111.8% | $4,167+74.8% | $3,740+94.8% |
| Admin fee / account holder | $8,965 | $5,622+59.5% | $6,795+31.9% | $5,306+69.0% |