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 | $139,499 | $100,326+39.0% | $180,183-22.6% | $84,808+64.5% |
| Participation rate | 97.1% | 71.0%+26.1pp | 77.4%+19.7pp | 68.3%+28.8pp |
| Annual return | 13.56% | 17.86%-4.3pp | 27.86%-14.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,168 | $3,269-33.7% | $5,039-57.0% | $2,631-17.6% |
| Participant deferral / active EE | $7,525 | $5,066+48.6% | $6,822+10.3% | $4,212+78.7% |
| Admin fee / account holder | $27,956 | $9,674+189.0% | $19,975+40.0% | $7,344+280.7% |