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 | $141,087 | $72,277+95.2% | $101,248+39.3% | $79,858+76.7% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,972 | $2,692-26.7% | $3,660-46.1% | $2,471-20.2% |
| Participant deferral / active EE | $7,167 | $3,282+118.4% | $4,370+64.0% | $3,740+91.6% |
| Admin fee / account holder | $3,031 | $4,400-31.1% | $5,945-49.0% | $5,306-42.9% |