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 | $134,412 | $91,552+46.8% | $133,956+0.3% | $79,858+68.3% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.8pp |
| Annual return | 15.18% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,411 | $2,384-40.8% | $3,919-64.0% | $2,471-42.9% |
| Participant deferral / active EE | $5,738 | $3,733+53.7% | $5,048+13.7% | $3,740+53.4% |
| Admin fee / account holder | $9,199 | $6,321+45.5% | $8,927+3.0% | $5,306+73.4% |