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 7-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 | $153,408 | $95,453+60.7% | $112,040+36.9% | $82,448+86.1% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 19.11% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,460 | $2,318-37.0% | $2,954-50.6% | $2,551-42.8% |
| Participant deferral / active EE | $9,898 | $4,224+134.3% | $5,098+94.2% | $4,139+139.1% |
| Admin fee / account holder | $1,947 | $9,013-78.4% | $12,098-83.9% | $7,234-73.1% |