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 | $149,687 | $74,927+99.8% | $101,794+47.0% | $84,808+76.5% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+17.9pp | 68.3%+18.8pp |
| Annual return | 15.66% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $604 | $1,522-60.3% | $2,289-73.6% | $2,631-77.0% |
| Participant deferral / active EE | $6,307 | $3,099+103.5% | $4,084+54.4% | $4,212+49.7% |
| Admin fee / account holder | $9,058 | $6,514+39.1% | $8,777+3.2% | $7,344+23.3% |