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 | $151,423 | $78,422+93.1% | $95,952+57.8% | $79,858+89.6% |
| Participation rate | 83.0% | 73.5%+9.5pp | 77.1%+5.9pp | 69.6%+13.4pp |
| Annual return | 11.80% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,887 | $1,945+48.4% | $2,541+13.6% | $2,471+16.8% |
| Participant deferral / active EE | $4,578 | $3,440+33.1% | $4,167+9.9% | $3,740+22.4% |
| Admin fee / account holder | $45,406 | $5,622+707.6% | $6,795+568.2% | $5,306+755.7% |