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 | $143,812 | $95,803+50.1% | $113,168+27.1% | $84,808+69.6% |
| Participation rate | 82.2% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+13.9pp |
| Annual return | 15.33% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,050 | $2,360+29.2% | $2,975+2.5% | $2,631+15.9% |
| Participant deferral / active EE | $8,147 | $4,242+92.0% | $5,107+59.5% | $4,212+93.4% |
| Admin fee / account holder | $24,619 | $8,989+173.9% | $12,068+104.0% | $7,344+235.2% |