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 | $136,246 | $91,190+49.4% | $178,490-23.7% | $79,858+70.6% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 19.38% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $8,088 | $3,256+148.4% | $5,011+61.4% | $2,471+227.3% |
| Participant deferral / active EE | $4,487 | $3,236+38.6% | $5,202-13.7% | $3,740+20.0% |
| Admin fee / account holder | $1,374 | $6,751-79.7% | $13,984-90.2% | $5,306-74.1% |