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 | $143,725 | $72,492+98.3% | $87,100+65.0% | $72,985+96.9% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 21.02% | 24.46%-3.4pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,841 | $1,894+50.0% | $2,521+12.7% | $2,440+16.4% |
| Participant deferral / active EE | $5,039 | $3,270+54.1% | $4,049+24.5% | $3,607+39.7% |
| Admin fee / account holder | $966 | $5,055-80.9% | $7,497-87.1% | $5,124-81.1% |