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 | $133,433 | $100,773+32.4% | $88,946+50.0% | $142,382-6.3% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 18.62% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,520 | $2,918-13.6% | $2,555-1.4% | $4,299-41.4% |
| Participant deferral / active EE | $6,918 | $5,230+32.3% | $4,581+51.0% | $6,507+6.3% |
| Admin fee / account holder | $6,620 | $9,693-31.7% | $8,261-19.9% | $12,624-47.6% |