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 | $144,266 | $81,460+77.1% | $103,333+39.6% | $80,856+78.4% |
| Participation rate | 95.5% | 66.8%+28.6pp | 74.5%+20.9pp | 67.6%+27.8pp |
| Annual return | 11.56% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,210 | $3,105-61.0% | $3,868-68.7% | $2,755-56.1% |
| Participant deferral / active EE | $7,397 | $3,869+91.2% | $5,057+46.3% | $4,296+72.2% |
| Admin fee / account holder | $10,840 | $6,566+65.1% | $8,355+29.8% | $6,918+56.7% |