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 | $118,617 | $76,552+55.0% | $123,892-4.3% | $62,891+88.6% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 5.95% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,631 | $2,883+26.0% | $4,617-21.4% | $2,281+59.2% |
| Participant deferral / active EE | $8,616 | $4,840+78.0% | $5,984+44.0% | $3,203+169.0% |
| Admin fee / account holder | $25,514 | $4,826+428.7% | $8,357+205.3% | $4,296+494.0% |