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 | $137,121 | $60,892+125.2% | $82,389+66.4% | $84,808+61.7% |
| Participation rate | 94.4% | 63.3%+31.2pp | 69.5%+24.9pp | 68.3%+26.1pp |
| Annual return | 17.94% | 37.29%-19.4pp | 28.67%-10.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,519 | $1,779+97.8% | $2,517+39.8% | $2,631+33.7% |
| Participant deferral / active EE | $3,490 | $3,179+9.8% | $4,155-16.0% | $4,212-17.1% |
| Admin fee / account holder | $3,860 | $5,467-29.4% | $7,231-46.6% | $7,344-47.4% |