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 | $140,385 | $88,634+58.4% | $101,326+38.5% | $74,304+88.9% |
| Participation rate | 98.1% | 76.9%+21.2pp | 81.5%+16.6pp | 60.3%+37.7pp |
| Annual return | 22.09% | 33.10%-11.0pp | 36.82%-14.7pp | 29.43%-7.3pp |
| Employer contribution / active EE | $2,645 | $2,930-9.7% | $3,665-27.8% | $2,241+18.0% |
| Participant deferral / active EE | $11,586 | $7,322+58.2% | $7,994+44.9% | $3,767+207.5% |
| Admin fee / account holder | $2,578 | $2,425+6.3% | $11,185-77.0% | $2,969-13.2% |