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 | $132,689 | $76,552+73.3% | $123,892+7.1% | $62,891+111.0% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 8.62% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,504 | $2,883+21.6% | $4,617-24.1% | $2,281+53.6% |
| Participant deferral / active EE | $8,964 | $4,840+85.2% | $5,984+49.8% | $3,203+179.9% |
| Admin fee / account holder | $2,469 | $4,826-48.8% | $8,357-70.5% | $4,296-42.5% |