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 | $143,540 | $109,413+31.2% | $156,263-8.1% | $84,808+69.3% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 14.56% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,750 | $2,907+132.2% | $4,333+55.8% | $2,631+156.6% |
| Participant deferral / active EE | $5,884 | $4,590+28.2% | $6,158-4.4% | $4,212+39.7% |
| Admin fee / account holder | $3,365 | $9,357-64.0% | $14,255-76.4% | $7,344-54.2% |