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 | $146,797 | $91,552+60.3% | $133,956+9.6% | $79,858+83.8% |
| Participation rate | 70.1% | 73.3%-3.2pp | 79.8%-9.7pp | 69.6%+0.5pp |
| Annual return | 19.33% | 61.85%-42.5pp | 45.09%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,602 | $2,384-32.8% | $3,919-59.1% | $2,471-35.2% |
| Participant deferral / active EE | $5,397 | $3,733+44.6% | $5,048+6.9% | $3,740+44.3% |
| Admin fee / account holder | $15,790 | $6,321+149.8% | $8,927+76.9% | $5,306+197.6% |