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 | $144,974 | $89,355+62.2% | $141,162+2.7% | $72,985+98.6% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 22.17% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,553 | $3,114-50.1% | $4,735-67.2% | $2,440-36.4% |
| Participant deferral / active EE | $6,041 | $5,418+11.5% | $6,709-10.0% | $3,607+67.5% |
| Admin fee / account holder | $3,200 | $5,958-46.3% | $10,261-68.8% | $5,124-37.6% |