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 | $148,250 | $108,825+36.2% | $156,181-5.1% | $82,448+79.8% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 16.00% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,049 | $2,870+41.1% | $4,294-5.7% | $2,551+58.7% |
| Participant deferral / active EE | $4,224 | $4,577-7.7% | $6,132-31.1% | $4,139+2.0% |
| Admin fee / account holder | $10,055 | $9,341+7.6% | $14,586-31.1% | $7,234+39.0% |