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 | $133,821 | $72,492+84.6% | $87,100+53.6% | $72,985+83.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.5pp |
| Annual return | 19.85% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $929 | $1,894-50.9% | $2,521-63.1% | $2,440-61.9% |
| Participant deferral / active EE | $7,396 | $3,270+126.2% | $4,049+82.7% | $3,607+105.0% |
| Admin fee / account holder | $9,623 | $5,055+90.4% | $7,497+28.4% | $5,124+87.8% |