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 | $141,154 | $70,475+100.3% | $100,516+40.4% | $79,858+76.8% |
| Participation rate | 86.1% | 73.7%+12.5pp | 79.4%+6.7pp | 69.6%+16.5pp |
| Annual return | 13.88% | 21.90%-8.0pp | 30.89%-17.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,182 | $2,165-45.4% | $3,418-65.4% | $2,471-52.2% |
| Participant deferral / active EE | $2,879 | $5,181-44.4% | $6,270-54.1% | $3,740-23.0% |
| Admin fee / account holder | $1,009 | $4,478-77.5% | $8,081-87.5% | $5,306-81.0% |