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 | $147,781 | $73,787+100.3% | $98,716+49.7% | $82,448+79.2% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.3%+8.3pp | 68.1%+9.5pp |
| Annual return | 14.31% | 18.57%-4.3pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,330 | $1,511+54.2% | $2,279+2.3% | $2,551-8.7% |
| Participant deferral / active EE | $8,040 | $3,081+160.9% | $4,048+98.6% | $4,139+94.2% |
| Admin fee / account holder | $8,847 | $6,500+36.1% | $8,703+1.7% | $7,234+22.3% |