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 | $160,376 | $91,552+75.2% | $133,956+19.7% | $79,858+100.8% |
| Participation rate | 81.9% | 73.3%+8.6pp | 79.8%+2.1pp | 69.6%+12.3pp |
| Annual return | 24.99% | 61.85%-36.9pp | 45.09%-20.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,553 | $2,384-34.8% | $3,919-60.4% | $2,471-37.1% |
| Participant deferral / active EE | $2,257 | $3,733-39.6% | $5,048-55.3% | $3,740-39.7% |
| Admin fee / account holder | $9,618 | $6,321+52.2% | $8,927+7.7% | $5,306+81.3% |