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 | $147,293 | $80,717+82.5% | $154,803-4.9% | $84,808+73.7% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 13.71% | 37.96%-24.2pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,457 | $2,761+97.6% | $4,305+26.7% | $2,631+107.4% |
| Participant deferral / active EE | $4,498 | $3,303+36.2% | $5,540-18.8% | $4,212+6.8% |
| Admin fee / account holder | $955 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |