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 | $89,753+90.6% | $107,525+59.1% | $84,808+101.7% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 16.67% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,486 | $3,113+140.4% | $3,754+99.4% | $2,631+184.5% |
| Participant deferral / active EE | $5,618 | $4,056+38.5% | $5,116+9.8% | $4,212+33.4% |
| Admin fee / account holder | $10,852 | $7,222+50.3% | $8,919+21.7% | $7,344+47.8% |