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 | $147,351 | $74,927+96.7% | $101,794+44.8% | $84,808+73.7% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 13.39% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,668 | $1,522+9.6% | $2,289-27.1% | $2,631-36.6% |
| Participant deferral / active EE | $4,774 | $3,099+54.0% | $4,084+16.9% | $4,212+13.3% |
| Admin fee / account holder | $6,451 | $6,514-1.0% | $8,777-26.5% | $7,344-12.2% |