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 | $183,929 | $91,552+100.9% | $133,956+37.3% | $79,858+130.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 18.99% | 61.85%-42.9pp | 45.09%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,716 | $2,384+13.9% | $3,919-30.7% | $2,471+9.9% |
| Participant deferral / active EE | $5,318 | $3,733+42.4% | $5,048+5.4% | $3,740+42.2% |
| Admin fee / account holder | $55,295 | $6,321+774.8% | $8,927+519.4% | $5,306+942.1% |