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 | $147,226 | $55,636+164.6% | $81,983+79.6% | $73,488+100.3% |
| Participation rate | 96.3% | 62.3%+34.0pp | 69.2%+27.0pp | 70.7%+25.6pp |
| Annual return | 16.55% | 19.07%-2.5pp | 41.31%-24.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $4,043 | $1,625+148.9% | $2,498+61.9% | $2,270+78.1% |
| Participant deferral / active EE | $8,741 | $2,762+216.4% | $3,722+134.8% | $3,740+133.7% |
| Admin fee / account holder | $1,798 | $493+264.9% | $5,664-68.2% | $513+250.5% |