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 | $131,240 | $95,453+37.5% | $112,040+17.1% | $82,448+59.2% |
| Participation rate | 97.9% | 72.8%+25.2pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 16.65% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,686 | $2,318+15.9% | $2,954-9.1% | $2,551+5.3% |
| Participant deferral / active EE | $5,272 | $4,224+24.8% | $5,098+3.4% | $4,139+27.4% |
| Admin fee / account holder | $6,234 | $9,013-30.8% | $12,098-48.5% | $7,234-13.8% |