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 | $145,721 | $101,724+43.3% | $164,813-11.6% | $80,856+80.2% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.6%+13.8pp |
| Annual return | 12.45% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $8,986 | $2,953+204.3% | $4,341+107.0% | $2,755+226.2% |
| Participant deferral / active EE | $6,050 | $4,477+35.1% | $6,031+0.3% | $4,296+40.8% |
| Admin fee / account holder | $1,801 | $8,227-78.1% | $12,690-85.8% | $6,918-74.0% |