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 | $151,878 | $91,552+65.9% | $133,956+13.4% | $79,858+90.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | 11.34% | 61.85%-50.5pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,976 | $2,384+24.9% | $3,919-24.1% | $2,471+20.4% |
| Participant deferral / active EE | $7,107 | $3,733+90.4% | $5,048+40.8% | $3,740+90.0% |
| Admin fee / account holder | $19,273 | $6,321+204.9% | $8,927+115.9% | $5,306+263.2% |