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 | $134,724 | $77,896+73.0% | $134,172+0.4% | $82,448+63.4% |
| Participation rate | 93.9% | 62.8%+31.2pp | 72.5%+21.5pp | 68.1%+25.9pp |
| Annual return | 13.53% | 18.21%-4.7pp | 25.30%-11.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,942 | $2,159+36.2% | $3,420-14.0% | $2,551+15.3% |
| Participant deferral / active EE | $5,395 | $3,162+70.6% | $4,690+15.0% | $4,139+30.3% |
| Admin fee / account holder | $12,674 | $6,336+100.0% | $12,016+5.5% | $7,234+75.2% |