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 | $173,268 | $89,753+93.1% | $107,525+61.1% | $84,808+104.3% |
| Participation rate | 73.9% | 68.1%+5.9pp | 75.1%-1.2pp | 68.3%+5.6pp |
| Annual return | 13.21% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,166 | $3,113+33.8% | $3,754+11.0% | $2,631+58.4% |
| Participant deferral / active EE | $7,048 | $4,056+73.8% | $5,116+37.8% | $4,212+67.4% |
| Admin fee / account holder | $36,028 | $7,222+398.9% | $8,919+304.0% | $7,344+390.6% |