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 | $162,615 | $95,416+70.4% | $185,823-12.5% | $85,850+89.4% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 13.02% | 23.59%-10.6pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,120 | $3,314-5.8% | $5,167-39.6% | $2,565+21.6% |
| Participant deferral / active EE | $6,213 | $3,423+81.5% | $5,568+11.6% | $3,952+57.2% |
| Admin fee / account holder | $19,073 | $7,213+164.4% | $16,237+17.5% | $6,260+204.7% |