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 | $148,044 | $78,422+88.8% | $95,952+54.3% | $79,858+85.4% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 19.88% | 19.37%+0.5pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $4,755 | $1,945+144.5% | $2,541+87.1% | $2,471+92.4% |
| Participant deferral / active EE | $2,844 | $3,440-17.3% | $4,167-31.8% | $3,740-24.0% |
| Admin fee / account holder | $22,087 | $5,622+292.9% | $6,795+225.0% | $5,306+316.2% |