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 | $144,972 | $84,233+72.1% | $170,442-14.9% | $70,131+106.7% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 16.84% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $7,884 | $3,387+132.8% | $5,433+45.1% | $2,342+236.6% |
| Participant deferral / active EE | $6,559 | $3,086+112.6% | $4,939+32.8% | $3,332+96.9% |
| Admin fee / account holder | $1,854 | $5,698-67.5% | $13,880-86.6% | $4,645-60.1% |