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 | $143,475 | $83,477+71.9% | $125,175+14.6% | $72,985+96.6% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.5%+25.6pp |
| Annual return | 23.01% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,183 | $2,345-49.6% | $3,865-69.4% | $2,440-51.5% |
| Participant deferral / active EE | $5,461 | $3,585+52.3% | $4,937+10.6% | $3,607+51.4% |
| Admin fee / account holder | $1,422 | $5,517-74.2% | $9,702-85.3% | $5,124-72.2% |