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 | $160,139 | $95,803+67.2% | $113,168+41.5% | $84,808+88.8% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 14.29% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,395 | $2,360+43.8% | $2,975+14.1% | $2,631+29.0% |
| Participant deferral / active EE | $6,266 | $4,242+47.7% | $5,107+22.7% | $4,212+48.8% |
| Admin fee / account holder | $19,941 | $8,989+121.8% | $12,068+65.2% | $7,344+171.5% |