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 | $154,661 | $92,222+67.7% | $76,768+101.5% | $135,375+14.2% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | 9.44% | 5.46%+4.0pp | 2.43%+7.0pp | 519.73%-510.3pp |
| Employer contribution / active EE | $2,465 | $3,216-23.3% | $2,485-0.8% | $4,779-48.4% |
| Participant deferral / active EE | $8,629 | $4,509+91.4% | $3,852+124.0% | $5,609+53.9% |
| Admin fee / account holder | $3,072 | $10,748-71.4% | $6,675-54.0% | $10,827-71.6% |