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 | $179,359 | $126,574+41.7% | $106,213+68.9% | $145,922+22.9% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.99% | 224.79%-210.8pp | 116.14%-102.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,218 | $3,730+39.9% | $3,171+64.5% | $4,660+12.0% |
| Participant deferral / active EE | $6,865 | $5,724+19.9% | $5,016+36.9% | $6,688+2.7% |
| Admin fee / account holder | $1,292 | $17,304-92.5% | $11,033-88.3% | $13,397-90.4% |