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 | $147,238 | $95,803+53.7% | $113,168+30.1% | $84,808+73.6% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 13.70% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,687 | $2,360-28.5% | $2,975-43.3% | $2,631-35.9% |
| Participant deferral / active EE | $3,945 | $4,242-7.0% | $5,107-22.7% | $4,212-6.3% |
| Admin fee / account holder | $2,401 | $8,989-73.3% | $12,068-80.1% | $7,344-67.3% |