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 | $153,227 | $95,453+60.5% | $112,040+36.8% | $82,448+85.8% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 16.63% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,169 | $2,318+166.2% | $2,954+108.8% | $2,551+141.8% |
| Participant deferral / active EE | $11,963 | $4,224+183.2% | $5,098+134.7% | $4,139+189.0% |
| Admin fee / account holder | $8,417 | $9,013-6.6% | $12,098-30.4% | $7,234+16.3% |