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 | $147,456 | $89,753+64.3% | $107,525+37.1% | $84,808+73.9% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,123 | $3,113+32.4% | $3,754+9.8% | $2,631+56.7% |
| Participant deferral / active EE | $5,029 | $4,056+24.0% | $5,116-1.7% | $4,212+19.4% |
| Admin fee / account holder | $10,759 | $7,222+49.0% | $8,919+20.6% | $7,344+46.5% |