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 | $150,469 | $58,851+155.7% | $115,157+30.7% | $72,985+106.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 19.06% | 23.16%-4.1pp | 35.60%-16.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,202 | $1,798+189.3% | $3,179+63.6% | $2,440+113.2% |
| Participant deferral / active EE | $6,877 | $2,643+160.2% | $4,168+65.0% | $3,607+90.6% |
| Admin fee / account holder | $997 | $6,370-84.3% | $7,088-85.9% | $5,124-80.5% |