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 | $139,372 | $80,968+72.1% | $96,544+44.4% | $75,163+85.4% |
| Participation rate | 92.9% | 71.8%+21.1pp | 76.0%+16.9pp | 67.2%+25.7pp |
| Annual return | 14.45% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,071 | $2,282-53.0% | $2,965-63.9% | $2,670-59.9% |
| Participant deferral / active EE | $5,663 | $3,928+44.2% | $4,851+16.7% | $4,125+37.3% |
| Admin fee / account holder | $4,441 | $6,724-34.0% | $8,252-46.2% | $5,651-21.4% |