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 | $145,786 | $76,552+90.4% | $123,892+17.7% | $62,891+131.8% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 8.03% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $5,937 | $2,883+106.0% | $4,617+28.6% | $2,281+160.3% |
| Participant deferral / active EE | $6,911 | $4,840+42.8% | $5,984+15.5% | $3,203+115.8% |
| Admin fee / account holder | $5,555 | $4,826+15.1% | $8,357-33.5% | $4,296+29.3% |