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 | $166,534 | $109,881+51.6% | $150,045+11.0% | $84,808+96.4% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $10,728 | $3,561+201.3% | $4,693+128.6% | $2,631+307.8% |
| Participant deferral / active EE | $16,279 | $6,636+145.3% | $7,997+103.6% | $4,212+286.5% |
| Admin fee / account holder | $8,021 | $8,568-6.4% | $13,435-40.3% | $7,344+9.2% |