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 | $154,278 | $81,460+89.4% | $103,333+49.3% | $80,856+90.8% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.6%+20.7pp |
| Annual return | 13.16% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,992 | $3,105+93.0% | $3,868+54.9% | $2,755+117.5% |
| Participant deferral / active EE | $13,622 | $3,869+252.1% | $5,057+169.4% | $4,296+217.1% |
| Admin fee / account holder | $4,249 | $6,566-35.3% | $8,355-49.1% | $6,918-38.6% |