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 | $137,779 | $80,717+70.7% | $154,803-11.0% | $84,808+62.5% |
| Participation rate | 81.8% | 66.8%+15.0pp | 78.1%+3.7pp | 68.3%+13.5pp |
| Annual return | 13.87% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,187 | $2,761+15.4% | $4,305-26.0% | $2,631+21.1% |
| Participant deferral / active EE | $5,622 | $3,303+70.2% | $5,540+1.5% | $4,212+33.5% |
| Admin fee / account holder | $5,743 | $6,746-14.9% | $14,329-59.9% | $7,344-21.8% |