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 | $137,171 | $91,552+49.8% | $133,956+2.4% | $79,858+71.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 10.75% | 61.85%-51.1pp | 45.09%-34.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,549 | $2,384+7.0% | $3,919-34.9% | $2,471+3.2% |
| Participant deferral / active EE | $5,956 | $3,733+59.5% | $5,048+18.0% | $3,740+59.3% |
| Admin fee / account holder | $60,494 | $6,321+857.1% | $8,927+577.6% | $5,306+1040.0% |