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 | $153,995 | $63,764+141.5% | $81,930+88.0% | $79,858+92.8% |
| Participation rate | 80.0% | 67.5%+12.5pp | 72.0%+8.0pp | 69.6%+10.4pp |
| Annual return | 16.68% | 22.66%-6.0pp | 29.49%-12.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,501 | $1,795+39.3% | $4,310-42.0% | $2,471+1.2% |
| Participant deferral / active EE | $8,196 | $2,780+194.8% | $7,107+15.3% | $3,740+119.1% |
| Admin fee / account holder | $18,250 | $4,426+312.3% | $5,158+253.8% | $5,306+243.9% |