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 | $147,250 | $80,717+82.4% | $154,803-4.9% | $84,808+73.6% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 16.56% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,440 | $2,761+205.6% | $4,305+96.0% | $2,631+220.8% |
| Participant deferral / active EE | $7,156 | $3,303+116.6% | $5,540+29.2% | $4,212+69.9% |
| Admin fee / account holder | $4,204 | $6,746-37.7% | $14,329-70.7% | $7,344-42.8% |