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 | $152,667 | $99,877+52.9% | $84,966+79.7% | $145,922+4.6% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 10.99% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,885 | $3,231-10.7% | $2,727+5.8% | $4,660-38.1% |
| Participant deferral / active EE | $5,666 | $5,291+7.1% | $4,519+25.4% | $6,688-15.3% |
| Admin fee / account holder | $54,705 | $7,248+654.8% | $6,149+789.7% | $13,397+308.3% |