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 | $133,575 | $108,825+22.7% | $156,181-14.5% | $82,448+62.0% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 17.72% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,251 | $2,870-21.6% | $4,294-47.6% | $2,551-11.8% |
| Participant deferral / active EE | $6,340 | $4,577+38.5% | $6,132+3.4% | $4,139+53.2% |
| Admin fee / account holder | $3,718 | $9,341-60.2% | $14,586-74.5% | $7,234-48.6% |