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 | $139,234 | $67,411+106.5% | $91,001+53.0% | $70,131+98.5% |
| Participation rate | 93.2% | 71.4%+21.9pp | 75.6%+17.6pp | 69.5%+23.7pp |
| Annual return | 15.98% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,535 | $1,786-14.0% | $2,456-37.5% | $2,342-34.5% |
| Participant deferral / active EE | $4,834 | $2,823+71.3% | $3,547+36.3% | $3,332+45.1% |
| Admin fee / account holder | $7,995 | $4,236+88.7% | $5,417+47.6% | $4,645+72.1% |