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 | $149,890 | $89,355+67.7% | $141,162+6.2% | $72,985+105.4% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 24.85% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,804 | $3,114-10.0% | $4,735-40.8% | $2,440+14.9% |
| Participant deferral / active EE | $10,584 | $5,418+95.4% | $6,709+57.8% | $3,607+193.4% |
| Admin fee / account holder | $897 | $5,958-84.9% | $10,261-91.3% | $5,124-82.5% |