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 | $140,604 | $106,749+31.7% | $145,433-3.3% | $82,448+70.5% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 17.46% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,304 | $3,444-62.2% | $4,554-71.4% | $2,551-48.9% |
| Participant deferral / active EE | $12,939 | $6,519+98.5% | $7,897+63.8% | $4,139+212.6% |
| Admin fee / account holder | $4,843 | $8,390-42.3% | $13,129-63.1% | $7,234-33.1% |