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 | $146,768 | $93,571+56.9% | $135,903+8.0% | $75,163+95.3% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 15.63% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,368 | $3,537-4.8% | $4,856-30.6% | $2,670+26.2% |
| Participant deferral / active EE | $7,573 | $6,404+18.3% | $7,758-2.4% | $4,125+83.6% |
| Admin fee / account holder | $14,469 | $6,975+107.4% | $10,762+34.4% | $5,651+156.0% |