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 | $165,102 | $95,416+73.0% | $185,823-11.2% | $85,850+92.3% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.2pp | 69.3%+23.5pp |
| Annual return | 12.36% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $7,567 | $3,314+128.3% | $5,167+46.4% | $2,565+195.0% |
| Participant deferral / active EE | $6,449 | $3,423+88.4% | $5,568+15.8% | $3,952+63.2% |
| Admin fee / account holder | $10,180 | $7,213+41.1% | $16,237-37.3% | $6,260+62.6% |