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 | $149,089 | $91,552+62.8% | $133,956+11.3% | $79,858+86.7% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.6%+15.6pp |
| Annual return | 14.27% | 61.85%-47.6pp | 45.09%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,119 | $2,384-11.1% | $3,919-45.9% | $2,471-14.2% |
| Participant deferral / active EE | $4,813 | $3,733+28.9% | $5,048-4.7% | $3,740+28.7% |
| Admin fee / account holder | $3,393 | $6,321-46.3% | $8,927-62.0% | $5,306-36.1% |