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 | $143,659 | $89,753+60.1% | $107,525+33.6% | $84,808+69.4% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 21.77% | 29.48%-7.7pp | 181.32%-159.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,387 | $3,113+73.0% | $3,754+43.5% | $2,631+104.7% |
| Participant deferral / active EE | $10,615 | $4,056+161.7% | $5,116+107.5% | $4,212+152.1% |
| Admin fee / account holder | $2,762 | $7,222-61.7% | $8,919-69.0% | $7,344-62.4% |