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 | $129,968 | $80,717+61.0% | $154,803-16.0% | $84,808+53.3% |
| Participation rate | 73.7% | 66.8%+6.9pp | 78.1%-4.4pp | 68.3%+5.4pp |
| Annual return | 15.04% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,423 | $2,761-48.5% | $4,305-66.9% | $2,631-45.9% |
| Participant deferral / active EE | $4,646 | $3,303+40.6% | $5,540-16.2% | $4,212+10.3% |
| Admin fee / account holder | $7,589 | $6,746+12.5% | $14,329-47.0% | $7,344+3.3% |