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 | $145,234 | $95,803+51.6% | $113,168+28.3% | $84,808+71.3% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 14.32% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,941 | $2,360+24.6% | $2,975-1.1% | $2,631+11.8% |
| Participant deferral / active EE | $7,646 | $4,242+80.2% | $5,107+49.7% | $4,212+81.5% |
| Admin fee / account holder | $4,985 | $8,989-44.5% | $12,068-58.7% | $7,344-32.1% |