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 | $144,140 | $76,552+88.3% | $123,892+16.3% | $62,891+129.2% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 7.18% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,734 | $2,883+29.5% | $4,617-19.1% | $2,281+63.7% |
| Participant deferral / active EE | $7,561 | $4,840+56.2% | $5,984+26.4% | $3,203+136.1% |
| Admin fee / account holder | $37,450 | $4,826+676.0% | $8,357+348.1% | $4,296+771.8% |