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 | $152,384 | $95,803+59.1% | $113,168+34.7% | $84,808+79.7% |
| Participation rate | 86.3% | 72.9%+13.4pp | 76.6%+9.7pp | 68.3%+17.9pp |
| Annual return | 20.55% | 25.00%-4.5pp | 24.27%-3.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,063 | $2,360+29.8% | $2,975+2.9% | $2,631+16.4% |
| Participant deferral / active EE | $8,659 | $4,242+104.1% | $5,107+69.6% | $4,212+105.6% |
| Admin fee / account holder | $5,906 | $8,989-34.3% | $12,068-51.1% | $7,344-19.6% |