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 | $120,548 | $87,733+37.4% | $106,548+13.1% | $85,850+40.4% |
| Participation rate | 77.8% | 71.9%+5.8pp | 76.1%+1.6pp | 69.3%+8.5pp |
| Annual return | 13.41% | 21.86%-8.4pp | 26.80%-13.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,248 | $2,073-39.8% | $2,819-55.7% | $2,565-51.3% |
| Participant deferral / active EE | $3,671 | $3,469+5.8% | $4,398-16.5% | $3,952-7.1% |
| Admin fee / account holder | $749 | $6,767-88.9% | $7,407-89.9% | $6,260-88.0% |