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 | $147,001 | $101,724+44.5% | $164,813-10.8% | $80,856+81.8% |
| Participation rate | 72.6% | 71.8%+0.8pp | 78.6%-6.0pp | 67.6%+5.0pp |
| Annual return | 12.47% | 16.72%-4.2pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,397 | $2,953+15.0% | $4,341-21.7% | $2,755+23.3% |
| Participant deferral / active EE | $7,010 | $4,477+56.6% | $6,031+16.2% | $4,296+63.2% |
| Admin fee / account holder | $11,171 | $8,227+35.8% | $12,690-12.0% | $6,918+61.5% |