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 | $145,073 | $80,717+79.7% | $154,803-6.3% | $84,808+71.1% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 14.59% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,341 | $2,761-15.2% | $4,305-45.6% | $2,631-11.0% |
| Participant deferral / active EE | $6,954 | $3,303+110.5% | $5,540+25.5% | $4,212+65.1% |
| Admin fee / account holder | $11,942 | $6,746+77.0% | $14,329-16.7% | $7,344+62.6% |