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 | $129,153 | $79,944+61.6% | $98,439+31.2% | $75,163+71.8% |
| Participation rate | 84.5% | 70.4%+14.1pp | 75.2%+9.3pp | 67.2%+17.3pp |
| Annual return | 13.42% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $672 | $2,264-70.3% | $3,048-77.9% | $2,670-74.8% |
| Participant deferral / active EE | $5,149 | $3,752+37.2% | $4,738+8.7% | $4,125+24.8% |
| Admin fee / account holder | $4,785 | $6,840-30.0% | $8,948-46.5% | $5,651-15.3% |