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 | $149,821 | $98,750+51.7% | $149,696+0.1% | $79,858+87.6% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 13.10% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,355 | $3,216+4.3% | $4,644-27.8% | $2,471+35.8% |
| Participant deferral / active EE | $7,201 | $5,680+26.8% | $6,842+5.3% | $3,740+92.5% |
| Admin fee / account holder | $6,669 | $6,053+10.2% | $9,309-28.4% | $5,306+25.7% |