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 | $159,134 | $99,918+59.3% | $81,382+95.5% | $145,922+9.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.27% | 34.32%-16.0pp | 24.73%-6.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,107 | $2,978+37.9% | $2,463+66.8% | $4,660-11.9% |
| Participant deferral / active EE | $5,807 | $4,605+26.1% | $3,883+49.5% | $6,688-13.2% |
| Admin fee / account holder | $6,762 | $8,212-17.7% | $5,768+17.2% | $13,397-49.5% |