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 | $150,560 | $78,926+90.8% | $136,749+10.1% | $84,808+77.5% |
| Participation rate | 98.0% | 62.2%+35.8pp | 72.1%+25.9pp | 68.3%+29.7pp |
| Annual return | 14.81% | 18.17%-3.4pp | 24.33%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,056 | $2,134+90.1% | $3,400+19.3% | $2,631+54.2% |
| Participant deferral / active EE | $4,836 | $3,168+52.6% | $4,692+3.1% | $4,212+14.8% |
| Admin fee / account holder | $5,563 | $6,369-12.7% | $11,386-51.1% | $7,344-24.3% |