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 | $151,401 | $86,286+75.5% | $111,297+36.0% | $85,850+76.4% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 17.99% | 19.99%-2.0pp | 54.65%-36.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,565 | $2,043-23.4% | $2,731-42.7% | $2,565-39.0% |
| Participant deferral / active EE | $5,016 | $3,641+37.8% | $4,487+11.8% | $3,952+26.9% |
| Admin fee / account holder | $1,238 | $8,188-84.9% | $7,964-84.5% | $6,260-80.2% |