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 | $152,774 | $86,929+75.7% | $102,423+49.2% | $80,856+88.9% |
| Participation rate | 86.4% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 13.79% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,163 | $2,369+75.7% | $3,023+37.7% | $2,755+51.1% |
| Participant deferral / active EE | $4,502 | $4,118+9.3% | $5,053-10.9% | $4,296+4.8% |
| Admin fee / account holder | $29,172 | $8,049+262.4% | $9,451+208.7% | $6,918+321.7% |