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 | $128,447 | $72,492+77.2% | $87,100+47.5% | $72,985+76.0% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 22.16% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,128 | $1,894-40.5% | $2,521-55.3% | $2,440-53.8% |
| Participant deferral / active EE | $7,519 | $3,270+130.0% | $4,049+85.7% | $3,607+108.4% |
| Admin fee / account holder | $2,374 | $5,055-53.0% | $7,497-68.3% | $5,124-53.7% |