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 | $153,432 | $95,803+60.2% | $113,168+35.6% | $84,808+80.9% |
| Participation rate | 93.2% | 72.9%+20.4pp | 76.6%+16.7pp | 68.3%+24.9pp |
| Annual return | 16.22% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,582 | $2,360+136.5% | $2,975+87.6% | $2,631+112.2% |
| Participant deferral / active EE | $16,314 | $4,242+284.6% | $5,107+219.5% | $4,212+287.4% |
| Admin fee / account holder | $1,757 | $8,989-80.5% | $12,068-85.4% | $7,344-76.1% |