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 | $149,315 | $72,492+106.0% | $87,100+71.4% | $72,985+104.6% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 20.25% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $699 | $1,894-63.1% | $2,521-72.3% | $2,440-71.3% |
| Participant deferral / active EE | $9,606 | $3,270+193.8% | $4,049+137.3% | $3,607+166.3% |
| Admin fee / account holder | $13,203 | $5,055+161.2% | $7,497+76.1% | $5,124+157.6% |