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 | $144,765 | $93,571+54.7% | $135,903+6.5% | $75,163+92.6% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 18.31% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,834 | $3,537-48.1% | $4,856-62.2% | $2,670-31.3% |
| Participant deferral / active EE | $8,679 | $6,404+35.5% | $7,758+11.9% | $4,125+110.4% |
| Admin fee / account holder | $1,326 | $6,975-81.0% | $10,762-87.7% | $5,651-76.5% |