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 | $133,602 | $95,453+40.0% | $112,040+19.2% | $82,448+62.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 14.83% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,693 | $2,318-27.0% | $2,954-42.7% | $2,551-33.6% |
| Participant deferral / active EE | $7,068 | $4,224+67.3% | $5,098+38.6% | $4,139+70.7% |
| Admin fee / account holder | $12,319 | $9,013+36.7% | $12,098+1.8% | $7,234+70.3% |