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 | $134,071 | $77,899+72.1% | $149,673-10.4% | $75,163+78.4% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 23.89% | 31.72%-7.8pp | 134.42%-110.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $6,756 | $3,137+115.3% | $4,818+40.2% | $2,670+153.1% |
| Participant deferral / active EE | $6,404 | $3,411+87.7% | $5,680+12.7% | $4,125+55.2% |
| Admin fee / account holder | $6,973 | $5,956+17.1% | $13,210-47.2% | $5,651+23.4% |