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 | $151,815 | $89,753+69.1% | $107,525+41.2% | $84,808+79.0% |
| Participation rate | 90.7% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.4pp |
| Annual return | 17.80% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,373 | $3,113-23.8% | $3,754-36.8% | $2,631-9.8% |
| Participant deferral / active EE | $5,397 | $4,056+33.1% | $5,116+5.5% | $4,212+28.1% |
| Admin fee / account holder | $9,292 | $7,222+28.7% | $8,919+4.2% | $7,344+26.5% |