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 | $149,000 | $81,208+83.5% | $98,907+50.6% | $79,858+86.6% |
| Participation rate | 77.5% | 72.5%+5.0pp | 76.0%+1.5pp | 69.6%+7.9pp |
| Annual return | 13.07% | 60.99%-47.9pp | 196.43%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,889 | $1,960-3.6% | $2,689-29.7% | $2,471-23.5% |
| Participant deferral / active EE | $3,736 | $3,265+14.4% | $4,244-12.0% | $3,740-0.1% |
| Admin fee / account holder | $3,927 | $6,013-34.7% | $6,642-40.9% | $5,306-26.0% |