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 | $148,119 | $112,729+31.4% | $98,716+50.0% | $137,256+7.9% |
| Participation rate | 90.5% | 74.2%+16.2pp | 69.3%+21.2pp | 80.0%+10.5pp |
| Annual return | 16.17% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $7,837 | $2,725+187.6% | $2,279+243.9% | $4,156+88.6% |
| Participant deferral / active EE | $5,536 | $4,640+19.3% | $4,048+36.8% | $6,407-13.6% |
| Admin fee / account holder | $1,514 | $10,129-85.0% | $8,703-82.6% | $12,270-87.7% |