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 | $140,801 | $93,571+50.5% | $135,903+3.6% | $75,163+87.3% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 22.16% | 30.90%-8.7pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,360 | $3,537-33.3% | $4,856-51.4% | $2,670-11.6% |
| Participant deferral / active EE | $7,591 | $6,404+18.5% | $7,758-2.1% | $4,125+84.0% |
| Admin fee / account holder | $3,636 | $6,975-47.9% | $10,762-66.2% | $5,651-35.7% |