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 | $133,347 | $95,803+39.2% | $113,168+17.8% | $84,808+57.2% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 13.54% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,845 | $2,360+62.9% | $2,975+29.2% | $2,631+46.1% |
| Participant deferral / active EE | $5,215 | $4,242+22.9% | $5,107+2.1% | $4,212+23.8% |
| Admin fee / account holder | $28,543 | $8,989+217.5% | $12,068+136.5% | $7,344+288.7% |