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 | $148,851 | $98,750+50.7% | $149,696-0.6% | $79,858+86.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 13.39% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,818 | $3,216+112.0% | $4,644+46.8% | $2,471+175.9% |
| Participant deferral / active EE | $4,773 | $5,680-16.0% | $6,842-30.2% | $3,740+27.6% |
| Admin fee / account holder | $2,012 | $6,053-66.8% | $9,309-78.4% | $5,306-62.1% |