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 | $153,723 | $96,484+59.3% | $156,263-1.6% | $74,304+106.9% |
| Participation rate | 71.8% | 67.7%+4.2pp | 78.9%-7.1pp | 60.3%+11.5pp |
| Annual return | 16.46% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,267 | $2,528+29.2% | $4,333-24.6% | $2,241+45.8% |
| Participant deferral / active EE | $11,531 | $4,286+169.0% | $6,158+87.2% | $3,767+206.1% |
| Admin fee / account holder | $11,715 | $3,728+214.3% | $14,255-17.8% | $2,969+294.6% |