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 | $148,125 | $116,875+26.7% | $284,014-47.8% | $116,875+26.7% |
| Participation rate | 84.3% | 74.5%+9.8pp | 78.2%+6.1pp | 74.5%+9.8pp |
| Annual return | 14.80% | 16.29%-1.5pp | -6.84%+21.6pp | 16.29%-1.5pp |
| Employer contribution / active EE | $1,949 | $3,288-40.7% | $4,497-56.7% | $3,288-40.7% |
| Participant deferral / active EE | $6,270 | $3,885+61.4% | $5,463+14.8% | $3,885+61.4% |
| Admin fee / account holder | $17,985 | $12,263+46.7% | $16,425+9.5% | $12,263+46.7% |