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 | $150,297 | $110,257+36.3% | $96,544+55.7% | $139,434+7.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 21.99% | 26.32%-4.3pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $4,303 | $3,620+18.9% | $2,965+45.1% | $4,751-9.4% |
| Participant deferral / active EE | $13,210 | $5,548+138.1% | $4,851+172.3% | $6,710+96.9% |
| Admin fee / account holder | $10,741 | $11,591-7.3% | $8,252+30.2% | $11,403-5.8% |