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 | $148,063 | $87,540+69.1% | $75,781+95.4% | $125,391+18.1% |
| Participation rate | 90.5% | 80.2%+10.3pp | 75.8%+14.7pp | 83.2%+7.3pp |
| Annual return | 1.95% | 13.48%-11.5pp | 9.68%-7.7pp | 282.22%-280.3pp |
| Employer contribution / active EE | $4,212 | $3,930+7.2% | $3,323+26.7% | $4,866-13.4% |
| Participant deferral / active EE | $8,880 | $4,229+110.0% | $3,651+143.2% | $5,352+65.9% |
| Admin fee / account holder | $10,640 | $6,502+63.6% | $5,299+100.8% | $9,540+11.5% |