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 | $127,176 | $70,475+80.5% | $100,516+26.5% | $79,858+59.3% |
| Participation rate | 86.5% | 73.7%+12.8pp | 79.4%+7.1pp | 69.6%+16.8pp |
| Annual return | 15.75% | 21.90%-6.1pp | 30.89%-15.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,351 | $2,165+8.6% | $3,418-31.2% | $2,471-4.8% |
| Participant deferral / active EE | $6,807 | $5,181+31.4% | $6,270+8.6% | $3,740+82.0% |
| Admin fee / account holder | $6,435 | $4,478+43.7% | $8,081-20.4% | $5,306+21.3% |