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 | $150,862 | $74,927+101.3% | $101,794+48.2% | $84,808+77.9% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.2%+20.8pp | 68.3%+21.7pp |
| Annual return | 14.45% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,925 | $1,522+26.5% | $2,289-15.9% | $2,631-26.8% |
| Participant deferral / active EE | $5,369 | $3,099+73.3% | $4,084+31.5% | $4,212+27.5% |
| Admin fee / account holder | $5,263 | $6,514-19.2% | $8,777-40.0% | $7,344-28.3% |