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 | $158,323 | $91,552+72.9% | $133,956+18.2% | $79,858+98.3% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.1pp |
| Annual return | 16.31% | 61.85%-45.5pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,548 | $2,384-35.0% | $3,919-60.5% | $2,471-37.3% |
| Participant deferral / active EE | $6,694 | $3,733+79.3% | $5,048+32.6% | $3,740+79.0% |
| Admin fee / account holder | $3,856 | $6,321-39.0% | $8,927-56.8% | $5,306-27.3% |