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 | $132,917 | $101,724+30.7% | $164,813-19.4% | $80,856+64.4% |
| Participation rate | 82.4% | 71.8%+10.6pp | 78.6%+3.8pp | 67.6%+14.8pp |
| Annual return | 13.63% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,912 | $2,953-35.2% | $4,341-55.9% | $2,755-30.6% |
| Participant deferral / active EE | $6,240 | $4,477+39.4% | $6,031+3.5% | $4,296+45.3% |
| Admin fee / account holder | $2,104 | $8,227-74.4% | $12,690-83.4% | $6,918-69.6% |