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 | $141,679 | $76,552+85.1% | $123,892+14.4% | $62,891+125.3% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 6.86% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,395 | $2,883-51.6% | $4,617-69.8% | $2,281-38.8% |
| Participant deferral / active EE | $9,383 | $4,840+93.9% | $5,984+56.8% | $3,203+192.9% |
| Admin fee / account holder | $8,469 | $4,826+75.5% | $8,357+1.3% | $4,296+97.2% |