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 | $132,207 | $80,717+63.8% | $154,803-14.6% | $84,808+55.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 13.13% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,051 | $2,761+46.7% | $4,305-5.9% | $2,631+54.0% |
| Participant deferral / active EE | $9,870 | $3,303+198.8% | $5,540+78.1% | $4,212+134.3% |
| Admin fee / account holder | $2,584 | $6,746-61.7% | $14,329-82.0% | $7,344-64.8% |