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 | $171,028 | $88,672+92.9% | $105,223+62.5% | $82,448+107.4% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 16.67% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $7,486 | $3,048+145.6% | $3,689+103.0% | $2,551+193.5% |
| Participant deferral / active EE | $5,618 | $4,036+39.2% | $5,072+10.8% | $4,139+35.7% |
| Admin fee / account holder | $10,852 | $7,146+51.9% | $8,859+22.5% | $7,234+50.0% |