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 | $143,793 | $81,208+77.1% | $98,907+45.4% | $79,858+80.1% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.8pp | 69.6%+14.2pp |
| Annual return | 17.42% | 60.99%-43.6pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,932 | $1,960+49.6% | $2,689+9.0% | $2,471+18.7% |
| Participant deferral / active EE | $5,619 | $3,265+72.1% | $4,244+32.4% | $3,740+50.2% |
| Admin fee / account holder | $1,314 | $6,013-78.1% | $6,642-80.2% | $5,306-75.2% |