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 | $174,222 | $77,899+123.7% | $149,673+16.4% | $75,163+131.8% |
| Participation rate | 76.1% | 65.6%+10.6pp | 78.8%-2.6pp | 67.2%+8.9pp |
| Annual return | 16.17% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,732 | $3,137+114.6% | $4,818+39.7% | $2,670+152.2% |
| Participant deferral / active EE | $6,356 | $3,411+86.4% | $5,680+11.9% | $4,125+54.1% |
| Admin fee / account holder | $10,942 | $5,956+83.7% | $13,210-17.2% | $5,651+93.6% |