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 | $145,540 | $95,803+51.9% | $113,168+28.6% | $84,808+71.6% |
| Participation rate | 90.5% | 72.9%+17.7pp | 76.6%+14.0pp | 68.3%+22.2pp |
| Annual return | 14.40% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,343 | $2,360-0.7% | $2,975-21.2% | $2,631-10.9% |
| Participant deferral / active EE | $8,198 | $4,242+93.3% | $5,107+60.5% | $4,212+94.7% |
| Admin fee / account holder | $22,575 | $8,989+151.1% | $12,068+87.1% | $7,344+207.4% |