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 | $146,580 | $100,326+46.1% | $180,183-18.6% | $84,808+72.8% |
| Participation rate | 96.2% | 71.0%+25.1pp | 77.4%+18.7pp | 68.3%+27.8pp |
| Annual return | 14.36% | 17.86%-3.5pp | 27.86%-13.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,698 | $3,269+43.7% | $5,039-6.8% | $2,631+78.6% |
| Participant deferral / active EE | $9,089 | $5,066+79.4% | $6,822+33.2% | $4,212+115.8% |
| Admin fee / account holder | $1,343 | $9,674-86.1% | $19,975-93.3% | $7,344-81.7% |