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 | $158,061 | $78,926+100.3% | $136,749+15.6% | $84,808+86.4% |
| Participation rate | 81.4% | 62.2%+19.3pp | 72.1%+9.3pp | 68.3%+13.1pp |
| Annual return | 13.94% | 18.17%-4.2pp | 24.33%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,868 | $2,134+34.4% | $3,400-15.6% | $2,631+9.0% |
| Participant deferral / active EE | $5,550 | $3,168+75.2% | $4,692+18.3% | $4,212+31.8% |
| Admin fee / account holder | $4,777 | $6,369-25.0% | $11,386-58.0% | $7,344-35.0% |