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 | $139,707 | $71,050+96.6% | $93,606+49.2% | $80,856+72.8% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.7pp | 67.6%+2.8pp |
| Annual return | 13.44% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,269 | $1,564-18.8% | $2,420-47.6% | $2,755-53.9% |
| Participant deferral / active EE | $3,801 | $4,034-5.8% | $4,411-13.8% | $4,296-11.5% |
| Admin fee / account holder | $708 | $6,945-89.8% | $8,285-91.5% | $6,918-89.8% |