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 | $184,085 | $78,422+134.7% | $95,952+91.9% | $79,858+130.5% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 17.79% | 19.37%-1.6pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,119 | $1,945+60.4% | $2,541+22.8% | $2,471+26.2% |
| Participant deferral / active EE | $5,545 | $3,440+61.2% | $4,167+33.1% | $3,740+48.2% |
| Admin fee / account holder | $5,954 | $5,622+5.9% | $6,795-12.4% | $5,306+12.2% |