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 | $164,305 | $95,803+71.5% | $113,168+45.2% | $84,808+93.7% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 13.84% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,116 | $2,360+74.4% | $2,975+38.3% | $2,631+56.4% |
| Participant deferral / active EE | $3,075 | $4,242-27.5% | $5,107-39.8% | $4,212-27.0% |
| Admin fee / account holder | $37,493 | $8,989+317.1% | $12,068+210.7% | $7,344+410.5% |