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 | $132,989 | $78,422+69.6% | $95,952+38.6% | $79,858+66.5% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 13.88% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,656 | $1,945-14.9% | $2,541-34.8% | $2,471-33.0% |
| Participant deferral / active EE | $4,561 | $3,440+32.6% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $5,524 | $5,622-1.7% | $6,795-18.7% | $5,306+4.1% |