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 | $138,145 | $57,065+142.1% | $75,670+82.6% | $70,131+97.0% |
| Participation rate | 92.2% | 68.1%+24.1pp | 72.3%+19.8pp | 69.5%+22.6pp |
| Annual return | 14.79% | 23.57%-8.8pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $768 | $1,817-57.7% | $2,352-67.3% | $2,342-67.2% |
| Participant deferral / active EE | $4,908 | $2,580+90.3% | $3,142+56.2% | $3,332+47.3% |
| Admin fee / account holder | $2,109 | $3,825-44.9% | $5,800-63.6% | $4,645-54.6% |