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 | $154,639 | $78,926+95.9% | $136,749+13.1% | $84,808+82.3% |
| Participation rate | 74.6% | 62.2%+12.4pp | 72.1%+2.5pp | 68.3%+6.3pp |
| Annual return | 18.91% | 18.17%+0.7pp | 24.33%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,941 | $2,134+131.5% | $3,400+45.3% | $2,631+87.8% |
| Participant deferral / active EE | $7,455 | $3,168+135.3% | $4,692+58.9% | $4,212+77.0% |
| Admin fee / account holder | $13,205 | $6,369+107.3% | $11,386+16.0% | $7,344+79.8% |