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 | $136,408 | $73,787+84.9% | $98,716+38.2% | $82,448+65.4% |
| Participation rate | 94.2% | 61.4%+32.8pp | 69.3%+24.9pp | 68.1%+26.1pp |
| Annual return | 12.62% | 18.57%-5.9pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,686 | $1,511+11.5% | $2,279-26.0% | $2,551-33.9% |
| Participant deferral / active EE | $6,905 | $3,081+124.1% | $4,048+70.6% | $4,139+66.8% |
| Admin fee / account holder | $11,442 | $6,500+76.0% | $8,703+31.5% | $7,234+58.2% |