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 | $132,726 | $65,395+103.0% | $182,532-27.3% | $72,985+81.9% |
| Participation rate | 94.7% | 65.4%+29.3pp | 78.0%+16.8pp | 69.5%+25.3pp |
| Annual return | 23.77% | 27.68%-3.9pp | 148.54%-124.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,764 | $1,911-7.7% | $4,076-56.7% | $2,440-27.7% |
| Participant deferral / active EE | $9,618 | $3,563+169.9% | $5,524+74.1% | $3,607+166.6% |
| Admin fee / account holder | $848 | $4,245-80.0% | $8,592-90.1% | $5,124-83.5% |