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 | $130,961 | $76,552+71.1% | $123,892+5.7% | $62,891+108.2% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 6.36% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,318 | $2,883-19.6% | $4,617-49.8% | $2,281+1.6% |
| Participant deferral / active EE | $8,327 | $4,840+72.0% | $5,984+39.1% | $3,203+160.0% |
| Admin fee / account holder | $11,025 | $4,826+128.5% | $8,357+31.9% | $4,296+156.7% |