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 | $142,748 | $81,460+75.2% | $103,333+38.1% | $80,856+76.5% |
| Participation rate | 95.7% | 66.8%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 11.78% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,445 | $3,105-53.5% | $3,868-62.6% | $2,755-47.5% |
| Participant deferral / active EE | $7,138 | $3,869+84.5% | $5,057+41.1% | $4,296+66.2% |
| Admin fee / account holder | $9,352 | $6,566+42.4% | $8,355+11.9% | $6,918+35.2% |