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 | $130,150 | $65,395+99.0% | $182,532-28.7% | $72,985+78.3% |
| Participation rate | 80.8% | 65.4%+15.3pp | 78.0%+2.8pp | 69.5%+11.3pp |
| Annual return | 24.82% | 27.68%-2.9pp | 148.54%-123.7pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,391 | $1,911+77.4% | $4,076-16.8% | $2,440+39.0% |
| Participant deferral / active EE | $7,234 | $3,563+103.0% | $5,524+30.9% | $3,607+100.5% |
| Admin fee / account holder | $7,042 | $4,245+65.9% | $8,592-18.0% | $5,124+37.4% |