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 | $148,542 | $95,803+55.0% | $113,168+31.3% | $84,808+75.2% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 15.51% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,501 | $2,360-36.4% | $2,975-49.5% | $2,631-42.9% |
| Participant deferral / active EE | $5,818 | $4,242+37.2% | $5,107+13.9% | $4,212+38.2% |
| Admin fee / account holder | $2,003 | $8,989-77.7% | $12,068-83.4% | $7,344-72.7% |