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 | $157,859 | $132,634+19.0% | $115,768+36.4% | $137,256+15.0% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 19.28% | 160.70%-141.4pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,223 | $3,360-33.8% | $2,940-24.4% | $4,156-46.5% |
| Participant deferral / active EE | $5,398 | $5,619-3.9% | $4,917+9.8% | $6,407-15.7% |
| Admin fee / account holder | $1,392 | $15,028-90.7% | $12,439-88.8% | $12,270-88.7% |