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 | $147,606 | $93,571+57.7% | $135,903+8.6% | $75,163+96.4% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 16.19% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $917 | $3,537-74.1% | $4,856-81.1% | $2,670-65.7% |
| Participant deferral / active EE | $7,227 | $6,404+12.9% | $7,758-6.8% | $4,125+75.2% |
| Admin fee / account holder | $1,196 | $6,975-82.9% | $10,762-88.9% | $5,651-78.8% |