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 | $152,606 | $79,557+91.8% | $118,746+28.5% | $70,131+117.6% |
| Participation rate | 86.7% | 71.4%+15.3pp | 78.3%+8.4pp | 69.5%+17.1pp |
| Annual return | 13.82% | 25.64%-11.8pp | 24.54%-10.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,480 | $2,861+21.6% | $4,193-17.0% | $2,342+48.6% |
| Participant deferral / active EE | $4,842 | $4,089+18.4% | $5,332-9.2% | $3,332+45.3% |
| Admin fee / account holder | $31,661 | $5,374+489.1% | $10,720+195.3% | $4,645+581.6% |