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 | $153,061 | $95,803+59.8% | $113,168+35.3% | $84,808+80.5% |
| Participation rate | 94.9% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.6pp |
| Annual return | 15.02% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,664 | $2,360+12.9% | $2,975-10.4% | $2,631+1.3% |
| Participant deferral / active EE | $5,402 | $4,242+27.3% | $5,107+5.8% | $4,212+28.3% |
| Admin fee / account holder | $24,399 | $8,989+171.4% | $12,068+102.2% | $7,344+232.2% |