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 | $138,833 | $76,552+81.4% | $123,892+12.1% | $62,891+120.8% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 7.24% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,723 | $2,883+63.9% | $4,617+2.3% | $2,281+107.1% |
| Participant deferral / active EE | $9,431 | $4,840+94.9% | $5,984+57.6% | $3,203+194.5% |
| Admin fee / account holder | $3,932 | $4,826-18.5% | $8,357-52.9% | $4,296-8.5% |