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 | $140,491 | $81,248+72.9% | $155,509-9.7% | $80,856+73.8% |
| Participation rate | 85.1% | 66.2%+18.9pp | 78.2%+6.9pp | 67.6%+17.5pp |
| Annual return | 12.88% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,489 | $3,100+77.1% | $4,672+17.5% | $2,755+99.3% |
| Participant deferral / active EE | $2,582 | $3,452-25.2% | $5,626-54.1% | $4,296-39.9% |
| Admin fee / account holder | $3,139 | $7,997-60.7% | $15,912-80.3% | $6,918-54.6% |