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 | $156,948 | $133,922+17.2% | $116,228+35.0% | $142,382+10.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 13.38% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,381 | $3,446+27.2% | $2,994+46.3% | $4,299+1.9% |
| Participant deferral / active EE | $9,800 | $5,672+72.8% | $4,953+97.9% | $6,507+50.6% |
| Admin fee / account holder | $2,068 | $14,945-86.2% | $11,989-82.7% | $12,624-83.6% |