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 | $143,918 | $81,460+76.7% | $103,333+39.3% | $80,856+78.0% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 11.43% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,459 | $3,105-53.0% | $3,868-62.3% | $2,755-47.0% |
| Participant deferral / active EE | $7,044 | $3,869+82.1% | $5,057+39.3% | $4,296+64.0% |
| Admin fee / account holder | $11,682 | $6,566+77.9% | $8,355+39.8% | $6,918+68.9% |