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 | $170,933 | $89,753+90.4% | $107,525+59.0% | $84,808+101.6% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 14.22% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,610 | $3,113+48.1% | $3,754+22.8% | $2,631+75.2% |
| Participant deferral / active EE | $7,753 | $4,056+91.1% | $5,116+51.6% | $4,212+84.1% |
| Admin fee / account holder | $555 | $7,222-92.3% | $8,919-93.8% | $7,344-92.4% |