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 | $113,640 | $80,968+40.4% | $96,544+17.7% | $75,163+51.2% |
| Participation rate | 77.2% | 71.8%+5.4pp | 76.0%+1.3pp | 67.2%+10.0pp |
| Annual return | 17.69% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,273 | $2,282-44.2% | $2,965-57.1% | $2,670-52.3% |
| Participant deferral / active EE | $8,451 | $3,928+115.1% | $4,851+74.2% | $4,125+104.9% |
| Admin fee / account holder | $3,353 | $6,724-50.1% | $8,252-59.4% | $5,651-40.7% |