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 | $156,595 | $86,332+81.4% | $125,175+25.1% | $65,185+140.2% |
| Participation rate | 99.0% | 75.3%+23.7pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | 22.30% | 27.43%-5.1pp | 43.79%-21.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,822 | $2,040+87.4% | $3,865-1.1% | $2,177+75.6% |
| Participant deferral / active EE | $3,748 | $3,537+6.0% | $4,937-24.1% | $3,514+6.7% |
| Admin fee / account holder | $11,738 | $609+1826.9% | $9,702+21.0% | $847+1285.7% |