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 | $128,371 | $77,503+65.6% | $100,391+27.9% | $80,856+58.8% |
| Participation rate | 96.7% | 76.9%+19.7pp | 81.5%+15.2pp | 67.6%+29.0pp |
| Annual return | 17.83% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,850 | $2,801-34.0% | $3,942-53.1% | $2,755-32.9% |
| Participant deferral / active EE | $6,377 | $6,820-6.5% | $8,082-21.1% | $4,296+48.4% |
| Admin fee / account holder | $3,463 | $5,897-41.3% | $7,899-56.2% | $6,918-49.9% |