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 | $128,863 | $76,552+68.3% | $123,892+4.0% | $62,891+104.9% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 6.95% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,615 | $2,883+25.4% | $4,617-21.7% | $2,281+58.5% |
| Participant deferral / active EE | $9,626 | $4,840+98.9% | $5,984+60.9% | $3,203+200.5% |
| Admin fee / account holder | $916 | $4,826-81.0% | $8,357-89.0% | $4,296-78.7% |