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 | $151,353 | $89,753+68.6% | $107,525+40.8% | $84,808+78.5% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 14.04% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,001 | $3,113+60.6% | $3,754+33.2% | $2,631+90.1% |
| Participant deferral / active EE | $8,804 | $4,056+117.1% | $5,116+72.1% | $4,212+109.0% |
| Admin fee / account holder | $5,613 | $7,222-22.3% | $8,919-37.1% | $7,344-23.6% |