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 | $154,533 | $91,552+68.8% | $133,956+15.4% | $79,858+93.5% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 14.54% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,274 | $2,384-4.6% | $3,919-42.0% | $2,471-8.0% |
| Participant deferral / active EE | $7,627 | $3,733+104.3% | $5,048+51.1% | $3,740+103.9% |
| Admin fee / account holder | $25,188 | $6,321+298.5% | $8,927+182.2% | $5,306+374.7% |