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 | $170,235 | $91,190+86.7% | $178,490-4.6% | $79,858+113.2% |
| Participation rate | 81.7% | 69.2%+12.5pp | 81.9%-0.3pp | 69.6%+12.0pp |
| Annual return | 17.49% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $10,123 | $3,256+210.9% | $5,011+102.0% | $2,471+309.7% |
| Participant deferral / active EE | $5,666 | $3,236+75.1% | $5,202+8.9% | $3,740+51.5% |
| Admin fee / account holder | $9,585 | $6,751+42.0% | $13,984-31.5% | $5,306+80.6% |