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 | $177,640 | $95,416+86.2% | $185,823-4.4% | $85,850+106.9% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $5,083 | $3,314+53.4% | $5,167-1.6% | $2,565+98.1% |
| Participant deferral / active EE | $4,143 | $3,423+21.0% | $5,568-25.6% | $3,952+4.8% |
| Admin fee / account holder | $8,329 | $7,213+15.5% | $16,237-48.7% | $6,260+33.1% |