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 | $139,321 | $78,926+76.5% | $136,749+1.9% | $84,808+64.3% |
| Participation rate | 93.1% | 62.2%+30.9pp | 72.1%+21.0pp | 68.3%+24.8pp |
| Annual return | 17.18% | 18.17%-1.0pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,770 | $2,134+123.5% | $3,400+40.3% | $2,631+81.3% |
| Participant deferral / active EE | $6,750 | $3,168+113.0% | $4,692+43.9% | $4,212+60.3% |
| Admin fee / account holder | $8,773 | $6,369+37.7% | $11,386-23.0% | $7,344+19.5% |