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 | $139,100 | $72,492+91.9% | $87,100+59.7% | $72,985+90.6% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 19.17% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,563 | $1,894-17.5% | $2,521-38.0% | $2,440-36.0% |
| Participant deferral / active EE | $5,515 | $3,270+68.7% | $4,049+36.2% | $3,607+52.9% |
| Admin fee / account holder | $6,947 | $5,055+37.4% | $7,497-7.3% | $5,124+35.6% |