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 | $147,389 | $89,753+64.2% | $107,525+37.1% | $84,808+73.8% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.2pp | 68.3%+27.0pp |
| Annual return | 15.22% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,326 | $3,113-25.3% | $3,754-38.0% | $2,631-11.6% |
| Participant deferral / active EE | $6,009 | $4,056+48.1% | $5,116+17.5% | $4,212+42.7% |
| Admin fee / account holder | $6,824 | $7,222-5.5% | $8,919-23.5% | $7,344-7.1% |