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 | $153,923 | $104,251+47.6% | $91,001+69.1% | $147,584+4.3% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 14.50% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,361 | $3,116-24.2% | $2,456-3.8% | $4,876-51.6% |
| Participant deferral / active EE | $7,947 | $4,195+89.4% | $3,547+124.0% | $5,439+46.1% |
| Admin fee / account holder | $772 | $8,948-91.4% | $5,417-85.8% | $10,885-92.9% |