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 | $161,116 | $70,428+128.8% | $96,562+66.9% | $85,850+87.7% |
| Participation rate | 78.3% | 61.8%+16.5pp | 69.8%+8.4pp | 69.3%+8.9pp |
| Annual return | 12.03% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,086 | $1,413+118.4% | $2,356+31.0% | $2,565+20.3% |
| Participant deferral / active EE | $6,615 | $2,894+128.6% | $3,849+71.9% | $3,952+67.4% |
| Admin fee / account holder | $3,220 | $4,997-35.6% | $6,181-47.9% | $6,260-48.6% |