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 | $128,479 | $76,552+67.8% | $123,892+3.7% | $62,891+104.3% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,552 | $2,883-11.5% | $4,617-44.7% | $2,281+11.9% |
| Participant deferral / active EE | $8,626 | $4,840+78.2% | $5,984+44.1% | $3,203+169.3% |
| Admin fee / account holder | $1,216 | $4,826-74.8% | $8,357-85.5% | $4,296-71.7% |