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 | $147,766 | $91,190+62.0% | $178,490-17.2% | $79,858+85.0% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 11.93% | 24.19%-12.3pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,660 | $3,256+12.4% | $5,011-26.9% | $2,471+48.1% |
| Participant deferral / active EE | $6,321 | $3,236+95.3% | $5,202+21.5% | $3,740+69.0% |
| Admin fee / account holder | $2,653 | $6,751-60.7% | $13,984-81.0% | $5,306-50.0% |