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 | $161,886 | $78,422+106.4% | $95,952+68.7% | $79,858+102.7% |
| Participation rate | 81.9% | 73.5%+8.5pp | 77.1%+4.9pp | 69.6%+12.3pp |
| Annual return | 13.10% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,272 | $1,945+119.6% | $2,541+68.1% | $2,471+72.9% |
| Participant deferral / active EE | $2,524 | $3,440-26.6% | $4,167-39.4% | $3,740-32.5% |
| Admin fee / account holder | $14,790 | $5,622+163.1% | $6,795+117.6% | $5,306+178.7% |