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 | $121,742 | $67,606+80.1% | $82,313+47.9% | $70,131+73.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 12.49% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $627 | $1,755-64.3% | $2,428-74.2% | $2,342-73.2% |
| Participant deferral / active EE | $4,653 | $2,987+55.8% | $3,706+25.5% | $3,332+39.6% |
| Admin fee / account holder | $2,222 | $4,512-50.8% | $5,608-60.4% | $4,645-52.2% |