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 | $141,881 | $95,803+48.1% | $113,168+25.4% | $84,808+67.3% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.6pp |
| Annual return | 15.16% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,799 | $2,360-23.8% | $2,975-39.5% | $2,631-31.6% |
| Participant deferral / active EE | $7,413 | $4,242+74.8% | $5,107+45.2% | $4,212+76.0% |
| Admin fee / account holder | $6,070 | $8,989-32.5% | $12,068-49.7% | $7,344-17.3% |