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 | $146,210 | $64,480+126.8% | $81,382+79.7% | $80,856+80.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 17.68% | 16.34%+1.3pp | 24.73%-7.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,502 | $1,978-24.1% | $2,463-39.0% | $2,755-45.5% |
| Participant deferral / active EE | $7,910 | $3,094+155.7% | $3,883+103.7% | $4,296+84.1% |
| Admin fee / account holder | $11,936 | $5,671+110.5% | $5,768+106.9% | $6,918+72.5% |