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 | $148,783 | $89,753+65.8% | $107,525+38.4% | $84,808+75.4% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 14.03% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $7,249 | $3,113+132.8% | $3,754+93.1% | $2,631+175.5% |
| Participant deferral / active EE | $6,151 | $4,056+51.6% | $5,116+20.2% | $4,212+46.0% |
| Admin fee / account holder | $10,483 | $7,222+45.2% | $8,919+17.5% | $7,344+42.7% |