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 | $148,154 | $80,717+83.5% | $154,803-4.3% | $84,808+74.7% |
| Participation rate | 95.8% | 66.8%+29.0pp | 78.1%+17.8pp | 68.3%+27.5pp |
| Annual return | 13.37% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,263 | $2,761+90.6% | $4,305+22.2% | $2,631+100.0% |
| Participant deferral / active EE | $4,227 | $3,303+28.0% | $5,540-23.7% | $4,212+0.4% |
| Admin fee / account holder | $3,860 | $6,746-42.8% | $14,329-73.1% | $7,344-47.4% |