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 | $148,861 | $79,944+86.2% | $98,439+51.2% | $75,163+98.1% |
| Participation rate | 97.0% | 70.4%+26.6pp | 75.2%+21.9pp | 67.2%+29.8pp |
| Annual return | 20.85% | 19.75%+1.1pp | 21.16%-0.3pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,590 | $2,264-29.8% | $3,048-47.8% | $2,670-40.5% |
| Participant deferral / active EE | $5,451 | $3,752+45.3% | $4,738+15.0% | $4,125+32.1% |
| Admin fee / account holder | $24,417 | $6,840+257.0% | $8,948+172.9% | $5,651+332.1% |