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 | $126,881 | $72,012+76.2% | $185,823-31.7% | $79,858+58.9% |
| Participation rate | 82.5% | 65.8%+16.7pp | 78.0%+4.5pp | 69.6%+12.9pp |
| Annual return | 19.44% | 23.12%-3.7pp | 35.95%-16.5pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,074 | $1,965-45.3% | $4,087-73.7% | $2,471-56.5% |
| Participant deferral / active EE | $7,068 | $3,779+87.1% | $5,632+25.5% | $3,740+89.0% |
| Admin fee / account holder | $1,423 | $4,513-68.5% | $9,500-85.0% | $5,306-73.2% |