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 | $151,315 | $81,208+86.3% | $98,907+53.0% | $79,858+89.5% |
| Participation rate | 80.4% | 72.5%+7.9pp | 76.0%+4.4pp | 69.6%+10.8pp |
| Annual return | 22.36% | 60.99%-38.6pp | 196.43%-174.1pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,027 | $1,960-47.6% | $2,689-61.8% | $2,471-58.4% |
| Participant deferral / active EE | $6,547 | $3,265+100.5% | $4,244+54.3% | $3,740+75.1% |
| Admin fee / account holder | $4,568 | $6,013-24.0% | $6,642-31.2% | $5,306-13.9% |