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 | $129,054 | $58,512+120.6% | $84,015+53.6% | $72,985+76.8% |
| Participation rate | 97.4% | 61.2%+36.1pp | 69.0%+28.4pp | 69.5%+27.9pp |
| Annual return | 20.46% | 28.93%-8.5pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,868 | $1,163+146.6% | $1,983+44.6% | $2,440+17.5% |
| Participant deferral / active EE | $4,971 | $2,394+107.7% | $3,239+53.5% | $3,607+37.8% |
| Admin fee / account holder | $3,844 | $4,569-15.9% | $6,101-37.0% | $5,124-25.0% |