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 | $149,039 | $77,634+92.0% | $156,549-4.8% | $62,891+137.0% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 11.10% | 50.32%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,851 | $3,444-17.2% | $5,501-48.2% | $2,281+25.0% |
| Participant deferral / active EE | $6,900 | $3,045+126.6% | $4,871+41.7% | $3,203+115.4% |
| Admin fee / account holder | $1,399 | $5,561-74.8% | $13,027-89.3% | $4,296-67.4% |