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 | $167,638 | $109,881+52.6% | $150,045+11.7% | $84,808+97.7% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,773 | $3,561+62.1% | $4,693+23.0% | $2,631+119.4% |
| Participant deferral / active EE | $6,998 | $6,636+5.4% | $7,997-12.5% | $4,212+66.1% |
| Admin fee / account holder | $33,489 | $8,568+290.9% | $13,435+149.3% | $7,344+356.0% |