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 | $148,536 | $89,698+65.6% | $103,464+43.6% | $80,874+83.7% |
| Participation rate | 98.2% | 76.0%+22.2pp | 80.5%+17.7pp | 67.6%+30.6pp |
| Annual return | 15.79% | 22.78%-7.0pp | 23.91%-8.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $9,318 | $4,018+131.9% | $4,677+99.2% | $2,756+238.2% |
| Participant deferral / active EE | $10,513 | $5,456+92.7% | $6,624+58.7% | $4,297+144.7% |
| Admin fee / account holder | $8,403 | $6,768+24.2% | $9,410-10.7% | $6,935+21.2% |