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 | $149,648 | $95,803+56.2% | $113,168+32.2% | $84,808+76.5% |
| Participation rate | 85.5% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.1pp |
| Annual return | 16.57% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,744 | $2,360+16.3% | $2,975-7.8% | $2,631+4.3% |
| Participant deferral / active EE | $5,413 | $4,242+27.6% | $5,107+6.0% | $4,212+28.5% |
| Admin fee / account holder | $980 | $8,989-89.1% | $12,068-91.9% | $7,344-86.7% |