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 | $95,803+60.1% | $113,168+35.6% | $84,808+80.9% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 19.11% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,460 | $2,360-38.1% | $2,975-50.9% | $2,631-44.5% |
| Participant deferral / active EE | $9,898 | $4,242+133.3% | $5,107+93.8% | $4,212+135.0% |
| Admin fee / account holder | $1,947 | $8,989-78.3% | $12,068-83.9% | $7,344-73.5% |