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 | $128,580 | $76,367+68.4% | $93,606+37.4% | $72,985+76.2% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.8%+18.3pp | 69.5%+24.6pp |
| Annual return | 24.88% | 25.82%-0.9pp | 32.76%-7.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $3,787 | $2,275+66.5% | $2,718+39.3% | $2,440+55.2% |
| Participant deferral / active EE | $4,855 | $3,538+37.2% | $4,069+19.3% | $3,607+34.6% |
| Admin fee / account holder | $612 | $6,838-91.0% | $7,888-92.2% | $5,124-88.0% |