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 | $149,882 | $109,881+36.4% | $150,045-0.1% | $84,808+76.7% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 16.11% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $5,374 | $3,561+50.9% | $4,693+14.5% | $2,631+104.3% |
| Participant deferral / active EE | $13,895 | $6,636+109.4% | $7,997+73.8% | $4,212+229.9% |
| Admin fee / account holder | $11,094 | $8,568+29.5% | $13,435-17.4% | $7,344+51.1% |