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 | $170,289 | $51,175+232.8% | $70,515+141.5% | $75,163+126.6% |
| Participation rate | 92.3% | 60.9%+31.4pp | 68.3%+24.0pp | 67.2%+25.1pp |
| Annual return | 14.30% | 30.02%-15.7pp | 32.77%-18.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $10,559 | $1,826+478.2% | $2,973+255.1% | $2,670+295.5% |
| Participant deferral / active EE | $6,921 | $2,849+142.9% | $4,567+51.5% | $4,125+67.8% |
| Admin fee / account holder | $7,185 | $4,091+75.7% | $6,412+12.1% | $5,651+27.2% |