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 | $151,566 | $93,571+62.0% | $135,903+11.5% | $75,163+101.6% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 26.63% | 30.90%-4.3pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $1,394 | $3,537-60.6% | $4,856-71.3% | $2,670-47.8% |
| Participant deferral / active EE | $12,436 | $6,404+94.2% | $7,758+60.3% | $4,125+201.5% |
| Admin fee / account holder | $5,587 | $6,975-19.9% | $10,762-48.1% | $5,651-1.1% |