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 | $139,607 | $91,552+52.5% | $133,956+4.2% | $79,858+74.8% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | 23.78% | 61.85%-38.1pp | 45.09%-21.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $2,610 | $2,384+9.5% | $3,919-33.4% | $2,471+5.6% |
| Participant deferral / active EE | $3,500 | $3,733-6.2% | $5,048-30.7% | $3,740-6.4% |
| Admin fee / account holder | $1,045 | $6,321-83.5% | $8,927-88.3% | $5,306-80.3% |