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 | $147,653 | $95,803+54.1% | $113,168+30.5% | $84,808+74.1% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 14.08% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,220 | $2,360-48.3% | $2,975-59.0% | $2,631-53.6% |
| Participant deferral / active EE | $4,964 | $4,242+17.0% | $5,107-2.8% | $4,212+17.9% |
| Admin fee / account holder | $21,016 | $8,989+133.8% | $12,068+74.2% | $7,344+186.2% |