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 | $138,003 | $124,881+10.5% | $209,409-34.1% | $116,875+18.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 80.4%+12.0pp | 74.5%+17.8pp |
| Annual return | 14.05% | 14.56%-0.5pp | 159.49%-145.4pp | 16.29%-2.2pp |
| Employer contribution / active EE | $2,034 | $2,588-21.4% | $5,035-59.6% | $3,288-38.1% |
| Participant deferral / active EE | $6,050 | $3,793+59.5% | $4,230+43.0% | $3,885+55.7% |
| Admin fee / account holder | $2,665 | $12,933-79.4% | $16,474-83.8% | $12,263-78.3% |