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 | $152,889 | $93,571+63.4% | $135,903+12.5% | $75,163+103.4% |
| Participation rate | 81.0% | 75.2%+5.8pp | 81.9%-1.0pp | 67.2%+13.8pp |
| Annual return | 15.35% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,441 | $3,537-31.0% | $4,856-49.7% | $2,670-8.6% |
| Participant deferral / active EE | $8,771 | $6,404+37.0% | $7,758+13.1% | $4,125+112.6% |
| Admin fee / account holder | $11,988 | $6,975+71.9% | $10,762+11.4% | $5,651+112.1% |