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 | $134,566 | $81,460+65.2% | $103,333+30.2% | $80,856+66.4% |
| Participation rate | 93.8% | 66.8%+27.0pp | 74.5%+19.3pp | 67.6%+26.2pp |
| Annual return | 14.42% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $9,790 | $3,105+215.3% | $3,868+153.1% | $2,755+255.4% |
| Participant deferral / active EE | $2,742 | $3,869-29.1% | $5,057-45.8% | $4,296-36.2% |
| Admin fee / account holder | $1,991 | $6,566-69.7% | $8,355-76.2% | $6,918-71.2% |