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 | $140,239 | $109,413+28.2% | $156,263-10.3% | $84,808+65.4% |
| Participation rate | 86.0% | 72.7%+13.4pp | 78.9%+7.1pp | 68.3%+17.7pp |
| Annual return | 13.07% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $6,570 | $2,907+126.0% | $4,333+51.6% | $2,631+149.7% |
| Participant deferral / active EE | $3,356 | $4,590-26.9% | $6,158-45.5% | $4,212-20.3% |
| Admin fee / account holder | $1,666 | $9,357-82.2% | $14,255-88.3% | $7,344-77.3% |