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 | $126,767 | $80,968+56.6% | $96,544+31.3% | $75,163+68.7% |
| Participation rate | 83.9% | 71.8%+12.1pp | 76.0%+7.9pp | 67.2%+16.7pp |
| Annual return | 18.84% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,601 | $2,282-29.8% | $2,965-46.0% | $2,670-40.0% |
| Participant deferral / active EE | $5,444 | $3,928+38.6% | $4,851+12.2% | $4,125+32.0% |
| Admin fee / account holder | $9,676 | $6,724+43.9% | $8,252+17.3% | $5,651+71.2% |