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 | $153,785 | $87,013+76.7% | $106,213+44.8% | $80,856+90.2% |
| Participation rate | 82.8% | 70.4%+12.3pp | 75.3%+7.5pp | 67.6%+15.1pp |
| Annual return | 13.79% | 17.05%-3.3pp | 116.14%-102.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,356 | $2,395-1.6% | $3,171-25.7% | $2,755-14.5% |
| Participant deferral / active EE | $6,178 | $3,986+55.0% | $5,016+23.2% | $4,296+43.8% |
| Admin fee / account holder | $584 | $8,431-93.1% | $11,033-94.7% | $6,918-91.6% |