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 | $149,259 | $91,552+63.0% | $133,956+11.4% | $79,858+86.9% |
| Participation rate | 87.1% | 73.3%+13.7pp | 79.8%+7.2pp | 69.6%+17.4pp |
| Annual return | 13.39% | 61.85%-48.5pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $822 | $2,384-65.5% | $3,919-79.0% | $2,471-66.7% |
| Participant deferral / active EE | $6,001 | $3,733+60.7% | $5,048+18.9% | $3,740+60.4% |
| Admin fee / account holder | $7,869 | $6,321+24.5% | $8,927-11.9% | $5,306+48.3% |