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 | $154,422 | $109,413+41.1% | $156,263-1.2% | $84,808+82.1% |
| Participation rate | 85.5% | 72.7%+12.8pp | 78.9%+6.6pp | 68.3%+17.2pp |
| Annual return | 13.50% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,791 | $2,907-38.4% | $4,333-58.7% | $2,631-31.9% |
| Participant deferral / active EE | $9,579 | $4,590+108.7% | $6,158+55.5% | $4,212+127.5% |
| Admin fee / account holder | $34,934 | $9,357+273.4% | $14,255+145.1% | $7,344+375.7% |