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 | $129,341 | $81,248+59.2% | $155,509-16.8% | $80,856+60.0% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 13.11% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,871 | $3,100-7.4% | $4,672-38.5% | $2,755+4.2% |
| Participant deferral / active EE | $5,707 | $3,452+65.3% | $5,626+1.4% | $4,296+32.8% |
| Admin fee / account holder | $428 | $7,997-94.6% | $15,912-97.3% | $6,918-93.8% |