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 | $156,075 | $79,557+96.2% | $118,746+31.4% | $70,131+122.5% |
| Participation rate | 89.7% | 71.4%+18.4pp | 78.3%+11.5pp | 69.5%+20.2pp |
| Annual return | 16.07% | 25.64%-9.6pp | 24.54%-8.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,001 | $2,861-30.1% | $4,193-52.3% | $2,342-14.6% |
| Participant deferral / active EE | $9,764 | $4,089+138.8% | $5,332+83.1% | $3,332+193.1% |
| Admin fee / account holder | $13,561 | $5,374+152.3% | $10,720+26.5% | $4,645+191.9% |