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 | $148,384 | $91,552+62.1% | $133,956+10.8% | $79,858+85.8% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 14.91% | 61.85%-46.9pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,602 | $2,384+9.2% | $3,919-33.6% | $2,471+5.3% |
| Participant deferral / active EE | $5,449 | $3,733+45.9% | $5,048+7.9% | $3,740+45.7% |
| Admin fee / account holder | $15,486 | $6,321+145.0% | $8,927+73.5% | $5,306+191.8% |