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 | $147,182 | $91,552+60.8% | $133,956+9.9% | $79,858+84.3% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 21.31% | 61.85%-40.5pp | 45.09%-23.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $6,368 | $2,384+167.2% | $3,919+62.5% | $2,471+157.7% |
| Participant deferral / active EE | $3,641 | $3,733-2.5% | $5,048-27.9% | $3,740-2.6% |
| Admin fee / account holder | $1,157 | $6,321-81.7% | $8,927-87.0% | $5,306-78.2% |