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 | $151,513 | $89,753+68.8% | $107,525+40.9% | $84,808+78.7% |
| Participation rate | 80.4% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.1pp |
| Annual return | 16.79% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,066 | $3,113+30.6% | $3,754+8.3% | $2,631+54.5% |
| Participant deferral / active EE | $9,019 | $4,056+122.4% | $5,116+76.3% | $4,212+114.2% |
| Admin fee / account holder | $8,392 | $7,222+16.2% | $8,919-5.9% | $7,344+14.3% |