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 | $133,686 | $64,480+107.3% | $81,382+64.3% | $80,856+65.3% |
| Participation rate | 86.3% | 63.9%+22.4pp | 69.5%+16.8pp | 67.6%+18.7pp |
| Annual return | 12.21% | 16.34%-4.1pp | 24.73%-12.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,731 | $1,978+88.6% | $2,463+51.5% | $2,755+35.4% |
| Participant deferral / active EE | $4,294 | $3,094+38.8% | $3,883+10.6% | $4,2960% |
| Admin fee / account holder | $10,405 | $5,671+83.5% | $5,768+80.4% | $6,918+50.4% |