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 | $153,911 | $86,929+77.1% | $102,423+50.3% | $80,856+90.4% |
| Participation rate | 86.0% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.4pp |
| Annual return | 14.99% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,562 | $2,369-34.1% | $3,023-48.3% | $2,755-43.3% |
| Participant deferral / active EE | $6,058 | $4,118+47.1% | $5,053+19.9% | $4,296+41.0% |
| Admin fee / account holder | $8,395 | $8,049+4.3% | $9,451-11.2% | $6,918+21.4% |