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 | $149,638 | $59,097+153.2% | $82,389+81.6% | $74,304+101.4% |
| Participation rate | 89.4% | 52.8%+36.6pp | 69.5%+19.8pp | 60.3%+29.0pp |
| Annual return | 17.56% | 22.85%-5.3pp | 28.67%-11.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,194 | $1,601+37.1% | $2,517-12.8% | $2,241-2.1% |
| Participant deferral / active EE | $7,250 | $2,775+161.2% | $4,155+74.5% | $3,767+92.4% |
| Admin fee / account holder | $7,155 | $4,489+59.4% | $7,231-1.1% | $2,969+141.0% |