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 | $130,420 | $72,492+79.9% | $87,100+49.7% | $72,985+78.7% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 24.42% | 24.46%0pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,611 | $1,894+37.8% | $2,521+3.5% | $2,440+7.0% |
| Participant deferral / active EE | $6,962 | $3,270+112.9% | $4,049+72.0% | $3,607+93.0% |
| Admin fee / account holder | $2,085 | $5,055-58.8% | $7,497-72.2% | $5,124-59.3% |