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 | $138,842 | $109,881+26.4% | $150,045-7.5% | $84,808+63.7% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,463 | $3,561-30.9% | $4,693-47.5% | $2,631-6.4% |
| Participant deferral / active EE | $7,647 | $6,636+15.2% | $7,997-4.4% | $4,212+81.6% |
| Admin fee / account holder | $857 | $8,568-90.0% | $13,435-93.6% | $7,344-88.3% |