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 | $145,917 | $86,922+67.9% | $102,438+42.4% | $80,874+80.4% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 13.94% | 18.90%-5.0pp | 29.37%-15.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,336 | $2,369-43.6% | $3,024-55.8% | $2,756-51.5% |
| Participant deferral / active EE | $8,253 | $4,119+100.4% | $5,054+63.3% | $4,297+92.1% |
| Admin fee / account holder | $1,505 | $8,050-81.3% | $9,448-84.1% | $6,935-78.3% |