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 | $128,220 | $94,625+35.5% | $116,228+10.3% | $84,808+51.2% |
| Participation rate | 78.9% | 70.4%+8.4pp | 74.6%+4.3pp | 68.3%+10.6pp |
| Annual return | 14.70% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,898 | $2,347-19.1% | $2,994-36.6% | $2,631-27.9% |
| Participant deferral / active EE | $5,993 | $3,972+50.9% | $4,953+21.0% | $4,212+42.3% |
| Admin fee / account holder | $12,330 | $10,091+22.2% | $11,989+2.8% | $7,344+67.9% |