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 | $152,990 | $94,625+61.7% | $116,228+31.6% | $84,808+80.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.25% | 20.40%-5.2pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $860 | $2,347-63.4% | $2,994-71.3% | $2,631-67.3% |
| Participant deferral / active EE | $4,372 | $3,972+10.1% | $4,953-11.7% | $4,212+3.8% |
| Admin fee / account holder | $12,259 | $10,091+21.5% | $11,989+2.3% | $7,344+66.9% |