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 | $148,819 | $109,982+35.3% | $97,226+53.1% | $145,922+2.0% |
| Participation rate | 89.5% | 75.9%+13.5pp | 72.7%+16.8pp | 80.3%+9.2pp |
| Annual return | 16.03% | 242.90%-226.9pp | 75.13%-59.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $9,662 | $3,084+213.3% | $2,729+254.1% | $4,660+107.4% |
| Participant deferral / active EE | $8,637 | $4,676+84.7% | $4,264+102.6% | $6,688+29.2% |
| Admin fee / account holder | $14,870 | $6,221+139.1% | $5,654+163.0% | $13,397+11.0% |