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 | $103,001 | $73,933+39.3% | $96,683+6.5% | $75,163+37.0% |
| Participation rate | 98.0% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.8pp |
| Annual return | 17.22% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,262 | $2,928-22.7% | $3,737-39.5% | $2,670-15.3% |
| Participant deferral / active EE | $4,791 | $3,659+30.9% | $4,878-1.8% | $4,125+16.1% |
| Admin fee / account holder | $389 | $5,216-92.5% | $6,730-94.2% | $5,651-93.1% |