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 | $138,722 | $76,552+81.2% | $123,892+12.0% | $62,891+120.6% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 12.35% | 18.68%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,204 | $2,883-23.6% | $4,617-52.3% | $2,281-3.4% |
| Participant deferral / active EE | $9,594 | $4,840+98.2% | $5,984+60.3% | $3,203+199.5% |
| Admin fee / account holder | $878 | $4,826-81.8% | $8,357-89.5% | $4,296-79.6% |