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 | $147,912 | $53,777+175.0% | $134,143+10.3% | $79,858+85.2% |
| Participation rate | 91.4% | 58.8%+32.7pp | 72.2%+19.3pp | 69.6%+21.8pp |
| Annual return | 13.49% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,873 | $1,321+41.7% | $3,704-49.4% | $2,471-24.2% |
| Participant deferral / active EE | $5,079 | $2,420+109.9% | $3,499+45.2% | $3,740+35.8% |
| Admin fee / account holder | $8,423 | $3,984+111.4% | $6,684+26.0% | $5,306+58.7% |