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 | $152,436 | $99,877+52.6% | $84,966+79.4% | $145,922+4.5% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 12.28% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,630 | $3,231-18.6% | $2,727-3.6% | $4,660-43.6% |
| Participant deferral / active EE | $9,748 | $5,291+84.2% | $4,519+115.7% | $6,688+45.8% |
| Admin fee / account holder | $2,524 | $7,248-65.2% | $6,149-58.9% | $13,397-81.2% |