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 | $151,171 | $74,927+101.8% | $101,794+48.5% | $84,808+78.3% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.2%+14.6pp | 68.3%+15.5pp |
| Annual return | 14.51% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,612 | $1,522+71.7% | $2,289+14.1% | $2,631-0.7% |
| Participant deferral / active EE | $4,714 | $3,099+52.1% | $4,084+15.4% | $4,212+11.9% |
| Admin fee / account holder | $11,175 | $6,514+71.6% | $8,777+27.3% | $7,344+52.2% |