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 | $128,656 | $67,894+89.5% | $89,340+44.0% | $82,448+56.0% |
| Participation rate | 78.9% | 64.0%+14.9pp | 69.6%+9.4pp | 68.1%+10.9pp |
| Annual return | 15.71% | 19.21%-3.5pp | 20.57%-4.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,725 | $1,828+103.8% | $2,231+66.9% | $2,551+46.0% |
| Participant deferral / active EE | $7,545 | $3,072+145.6% | $3,823+97.4% | $4,139+82.3% |
| Admin fee / account holder | $3,126 | $5,723-45.4% | $6,704-53.4% | $7,234-56.8% |