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 | $138,707 | $65,395+112.1% | $182,532-24.0% | $72,985+90.0% |
| Participation rate | 93.5% | 65.4%+28.1pp | 78.0%+15.6pp | 69.5%+24.1pp |
| Annual return | 31.54% | 27.68%+3.9pp | 148.54%-117.0pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,033 | $1,911+6.4% | $4,076-50.1% | $2,440-16.7% |
| Participant deferral / active EE | $8,571 | $3,563+140.6% | $5,524+55.1% | $3,607+137.6% |
| Admin fee / account holder | $1,541 | $4,245-63.7% | $8,592-82.1% | $5,124-69.9% |