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 | $138,495 | $93,571+48.0% | $135,903+1.9% | $75,163+84.3% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 24.93% | 30.90%-6.0pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,180 | $3,537-38.4% | $4,856-55.1% | $2,670-18.3% |
| Participant deferral / active EE | $10,982 | $6,404+71.5% | $7,758+41.6% | $4,125+166.2% |
| Admin fee / account holder | $11,712 | $6,975+67.9% | $10,762+8.8% | $5,651+107.3% |