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 | $148,931 | $91,552+62.7% | $133,956+11.2% | $79,858+86.5% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 14.60% | 61.85%-47.2pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,640 | $2,384-31.2% | $3,919-58.1% | $2,471-33.6% |
| Participant deferral / active EE | $10,573 | $3,733+183.2% | $5,048+109.5% | $3,740+182.7% |
| Admin fee / account holder | $2,970 | $6,321-53.0% | $8,927-66.7% | $5,306-44.0% |