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 | $152,491 | $95,803+59.2% | $113,168+34.7% | $84,808+79.8% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 13.74% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,717 | $2,360-27.2% | $2,975-42.3% | $2,631-34.7% |
| Participant deferral / active EE | $5,136 | $4,242+21.1% | $5,107+0.6% | $4,212+21.9% |
| Admin fee / account holder | $9,396 | $8,989+4.5% | $12,068-22.1% | $7,344+27.9% |