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 | $153,134 | $76,367+100.5% | $93,606+63.6% | $72,985+109.8% |
| Participation rate | 98.1% | 71.7%+26.3pp | 75.8%+22.2pp | 69.5%+28.6pp |
| Annual return | 17.93% | 25.82%-7.9pp | 32.76%-14.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,942 | $2,275-14.7% | $2,718-28.6% | $2,440-20.4% |
| Participant deferral / active EE | $5,359 | $3,538+51.5% | $4,069+31.7% | $3,607+48.6% |
| Admin fee / account holder | $6,258 | $6,838-8.5% | $7,888-20.7% | $5,124+22.1% |