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 | $129,046 | $79,944+61.4% | $98,439+31.1% | $75,163+71.7% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 16.39% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,009 | $2,264-11.3% | $3,048-34.1% | $2,670-24.8% |
| Participant deferral / active EE | $6,131 | $3,752+63.4% | $4,738+29.4% | $4,125+48.6% |
| Admin fee / account holder | $11,702 | $6,840+71.1% | $8,948+30.8% | $5,651+107.1% |