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 | $144,009 | $91,552+57.3% | $133,956+7.5% | $79,858+80.3% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 15.62% | 61.85%-46.2pp | 45.09%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,411 | $2,384+43.1% | $3,919-12.9% | $2,471+38.1% |
| Participant deferral / active EE | $5,165 | $3,733+38.3% | $5,048+2.3% | $3,740+38.1% |
| Admin fee / account holder | $23,515 | $6,321+272.0% | $8,927+163.4% | $5,306+343.2% |