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 | $148,994 | $111,754+33.3% | $103,333+44.2% | $145,922+2.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 10.25% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,990 | $4,212-52.8% | $3,868-48.5% | $4,660-57.3% |
| Participant deferral / active EE | $5,454 | $5,619-2.9% | $5,057+7.8% | $6,688-18.4% |
| Admin fee / account holder | $23,385 | $9,750+139.8% | $8,355+179.9% | $13,397+74.6% |