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 | $154,641 | $91,552+68.9% | $133,956+15.4% | $79,858+93.6% |
| Participation rate | 84.1% | 73.3%+10.8pp | 79.8%+4.3pp | 69.6%+14.5pp |
| Annual return | 11.73% | 61.85%-50.1pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $808 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $5,644 | $3,733+51.2% | $5,048+11.8% | $3,740+50.9% |
| Admin fee / account holder | $48,831 | $6,321+672.5% | $8,927+447.0% | $5,306+820.3% |