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 | $156,034 | $95,453+63.5% | $112,040+39.3% | $82,448+89.3% |
| Participation rate | 98.3% | 72.8%+25.6pp | 76.5%+21.8pp | 68.1%+30.3pp |
| Annual return | 14.12% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,650 | $4,224+57.4% | $5,098+30.5% | $4,139+60.7% |
| Admin fee / account holder | $6,866 | $9,013-23.8% | $12,098-43.2% | $7,234-5.1% |