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 | $153,133 | $109,881+39.4% | $150,045+2.1% | $84,808+80.6% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $7,043 | $3,561+97.8% | $4,693+50.1% | $2,631+167.7% |
| Participant deferral / active EE | $6,830 | $6,636+2.9% | $7,997-14.6% | $4,212+62.2% |
| Admin fee / account holder | $1,014 | $8,568-88.2% | $13,435-92.4% | $7,344-86.2% |