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 | $144,375 | $93,571+54.3% | $135,903+6.2% | $75,163+92.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 19.79% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,874 | $3,537-18.7% | $4,856-40.8% | $2,670+7.7% |
| Participant deferral / active EE | $7,521 | $6,404+17.4% | $7,758-3.1% | $4,125+82.3% |
| Admin fee / account holder | $1,595 | $6,975-77.1% | $10,762-85.2% | $5,651-71.8% |