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 | $131,424 | $76,552+71.7% | $123,892+6.1% | $62,891+109.0% |
| Participation rate | 92.2% | 73.0%+19.2pp | 81.4%+10.8pp | 69.3%+22.9pp |
| Annual return | 9.63% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,221 | $2,883+46.4% | $4,617-8.6% | $2,281+85.0% |
| Participant deferral / active EE | $2,086 | $4,840-56.9% | $5,984-65.1% | $3,203-34.9% |
| Admin fee / account holder | $7,900 | $4,826+63.7% | $8,357-5.5% | $4,296+83.9% |