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 5-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 | $152,145 | $95,803+58.8% | $113,168+34.4% | $84,808+79.4% |
| Participation rate | 87.2% | 72.9%+14.4pp | 76.6%+10.7pp | 68.3%+18.9pp |
| Annual return | 17.03% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $969 | $2,360-58.9% | $2,975-67.4% | $2,631-63.2% |
| Participant deferral / active EE | $10,314 | $4,242+143.1% | $5,107+102.0% | $4,212+144.9% |
| Admin fee / account holder | $6,733 | $8,989-25.1% | $12,068-44.2% | $7,344-8.3% |