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 | $137,508 | $87,013+58.0% | $106,213+29.5% | $80,856+70.1% |
| Participation rate | 95.5% | 70.4%+25.0pp | 75.3%+20.2pp | 67.6%+27.8pp |
| Annual return | 13.21% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,689 | $2,395+12.3% | $3,171-15.2% | $2,755-2.4% |
| Participant deferral / active EE | $5,803 | $3,986+45.6% | $5,016+15.7% | $4,296+35.1% |
| Admin fee / account holder | $2,408 | $8,431-71.4% | $11,033-78.2% | $6,918-65.2% |