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 | $147,214 | $80,717+82.4% | $154,803-4.9% | $84,808+73.6% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 15.48% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,961 | $2,761+7.2% | $4,305-31.2% | $2,631+12.5% |
| Participant deferral / active EE | $7,018 | $3,303+112.5% | $5,540+26.7% | $4,212+66.6% |
| Admin fee / account holder | $46,397 | $6,746+587.8% | $14,329+223.8% | $7,344+531.8% |