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 | $114,843 | $80,717+42.3% | $154,803-25.8% | $84,808+35.4% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 17.64% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,153 | $2,761+159.0% | $4,305+66.1% | $2,631+171.9% |
| Participant deferral / active EE | $8,813 | $3,303+166.8% | $5,540+59.1% | $4,212+109.3% |
| Admin fee / account holder | $1,597 | $6,746-76.3% | $14,329-88.9% | $7,344-78.2% |