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 | $78,926+70.7% | $136,749-1.5% | $84,808+58.9% |
| Participation rate | 93.9% | 62.2%+31.8pp | 72.1%+21.8pp | 68.3%+25.6pp |
| Annual return | 13.53% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,942 | $2,134+37.8% | $3,400-13.5% | $2,631+11.8% |
| Participant deferral / active EE | $5,395 | $3,168+70.3% | $4,692+15.0% | $4,212+28.1% |
| Admin fee / account holder | $12,674 | $6,369+99.0% | $11,386+11.3% | $7,344+72.6% |