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 | $154,345 | $109,881+40.5% | $150,045+2.9% | $84,808+82.0% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 15.35% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,192 | $3,561+45.8% | $4,693+10.6% | $2,631+97.3% |
| Participant deferral / active EE | $4,964 | $6,636-25.2% | $7,997-37.9% | $4,212+17.9% |
| Admin fee / account holder | $13,945 | $8,568+62.8% | $13,435+3.8% | $7,344+89.9% |