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 | $131,585 | $81,460+61.5% | $103,333+27.3% | $80,856+62.7% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 14.30% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,570 | $3,105-49.5% | $3,868-59.4% | $2,755-43.0% |
| Participant deferral / active EE | $8,348 | $3,869+115.8% | $5,057+65.1% | $4,296+94.3% |
| Admin fee / account holder | $35,483 | $6,566+440.4% | $8,355+324.7% | $6,918+412.9% |