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 | $132,977 | $89,753+48.2% | $107,525+23.7% | $84,808+56.8% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 18.34% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,585 | $3,113-17.0% | $3,754-31.1% | $2,631-1.8% |
| Participant deferral / active EE | $9,359 | $4,056+130.7% | $5,116+82.9% | $4,212+122.2% |
| Admin fee / account holder | $2,806 | $7,222-61.1% | $8,919-68.5% | $7,344-61.8% |