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 | $131,574 | $110,257+19.3% | $96,544+36.3% | $139,434-5.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 13.51% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,411 | $3,620-33.4% | $2,965-18.7% | $4,751-49.3% |
| Participant deferral / active EE | $8,701 | $5,548+56.8% | $4,851+79.4% | $6,710+29.7% |
| Admin fee / account holder | $10,651 | $11,591-8.1% | $8,252+29.1% | $11,403-6.6% |