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 | $142,938 | $95,803+49.2% | $113,168+26.3% | $84,808+68.5% |
| Participation rate | 89.2% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.9pp |
| Annual return | 16.19% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,626 | $2,360+53.7% | $2,975+21.9% | $2,631+37.8% |
| Participant deferral / active EE | $8,831 | $4,242+108.2% | $5,107+72.9% | $4,212+109.7% |
| Admin fee / account holder | $83,660 | $8,989+830.7% | $12,068+593.3% | $7,344+1039.2% |