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 | $145,824 | $81,460+79.0% | $103,333+41.1% | $80,856+80.3% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 12.32% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $9,265 | $3,105+198.4% | $3,868+139.5% | $2,755+236.3% |
| Participant deferral / active EE | $5,236 | $3,869+35.3% | $5,057+3.5% | $4,296+21.9% |
| Admin fee / account holder | $12,501 | $6,566+90.4% | $8,355+49.6% | $6,918+80.7% |