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 | $144,328 | $57,590+150.6% | $86,233+67.4% | $82,448+75.1% |
| Participation rate | 90.0% | 57.9%+32.1pp | 69.0%+21.0pp | 68.1%+21.9pp |
| Annual return | 14.89% | 22.41%-7.5pp | 61.39%-46.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,573 | $1,655-5.0% | $2,504-37.2% | $2,551-38.3% |
| Participant deferral / active EE | $6,482 | $3,080+110.4% | $4,559+42.2% | $4,139+56.6% |
| Admin fee / account holder | $3,268 | $4,730-30.9% | $8,342-60.8% | $7,234-54.8% |