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 | $134,607 | $45,073+198.6% | $69,455+93.8% | $72,985+84.4% |
| Participation rate | 83.9% | 68.5%+15.4pp | 74.6%+9.3pp | 69.5%+14.4pp |
| Annual return | 18.79% | 22.65%-3.9pp | 28.97%-10.2pp | 81.00%-62.2pp |
| Employer contribution / active EE | $5,393 | $2,054+162.6% | $2,779+94.1% | $2,440+121.0% |
| Participant deferral / active EE | $2,917 | $2,602+12.1% | $3,535-17.5% | $3,607-19.1% |
| Admin fee / account holder | $855 | $3,056-72.0% | $3,839-77.7% | $5,124-83.3% |