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 | $151,851 | $99,985+51.9% | $146,665+3.5% | $85,850+76.9% |
| Participation rate | 84.8% | 73.1%+11.7pp | 80.1%+4.7pp | 69.3%+15.5pp |
| Annual return | 23.33% | 18.93%+4.4pp | 22.74%+0.6pp | 318.53%-295.2pp |
| Employer contribution / active EE | $2,173 | $2,559-15.1% | $4,136-47.5% | $2,565-15.3% |
| Participant deferral / active EE | $3,347 | $4,006-16.4% | $5,506-39.2% | $3,952-15.3% |
| Admin fee / account holder | $2,897 | $7,702-62.4% | $10,280-71.8% | $6,260-53.7% |